Fiduciary Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fiduciary Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$260K	Sell	2,436 -128	-5%	-$14.5K	0.02%	272
2025 Q4	$303K	Hold	2,564	–	–	0.03%	252
2025 Q3	$300K	Hold	2,564	–	–	0.03%	250
2025 Q2	$272K	Hold	2,564	–	–	0.03%	251
2025 Q1	$231K	Hold	2,564	–	–	0.02%	260
2024 Q4	$257K	Hold	2,564	–	–	0.03%	245
2024 Q3	$241K	Hold	2,564	–	–	0.02%	254
2024 Q2	$234K	Hold	2,564	–	–	0.03%	251
2024 Q1	$216K	Buy	+2,564	New	+$207K	0.02%	259

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Group's IWF Position: Q1 2026 in Review

Fiduciary Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5% in Q1 2026, selling an estimated $14.5K and leaving 2,436 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #272.

Fiduciary Group first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. The position peaked at $303K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Fiduciary Group held 2,436 shares of iShares Russell 1000 Growth ETF worth $260K as of Q1 2026.
Fiduciary Group sold 128 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $14.5K.
iShares Russell 1000 Growth ETF made up 0.02% of Fiduciary Group's portfolio in Q1 2026, its #272 holding.
Fiduciary Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Fiduciary Group's iShares Russell 1000 Growth ETF position peaked at $303K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.