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

Financial Connections 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	$1.92M	Sell	17,976 -100	-0.6%	-$11.3K	0.67%	28
2025 Q4	$2.14M	Sell	18,076 -392	-2%	-$46.4K	0.74%	28
2025 Q3	$2.16M	Hold	18,468	–	–	0.84%	24
2025 Q2	$1.96M	Sell	18,468 -1,428	-7%	-$137K	0.81%	25
2025 Q1	$1.8M	Hold	19,896	–	–	0.81%	27
2024 Q4	$2M	Hold	19,896	–	–	0.96%	22
2024 Q3	$1.87M	Hold	19,896	–	–	0.92%	22
2024 Q2	$1.81M	Buy	+19,896	New	+$1.7M	0.94%	22
2024 Q1	–	Sell	-19,904	Closed	-$1.51M	–	215
2023 Q4	$1.51M	Buy	+19,904	New	+$1.41M	0.98%	23
2023 Q3	–	Sell	-19,904	Closed	-$1.37M	–	178
2023 Q2	$1.37M	Sell	19,904 -64	-0.3%	-$4.07K	0.9%	27
2023 Q1	$1.22M	Hold	19,968	–	–	0.87%	29
2022 Q4	$1.07M	Hold	19,968	–	–	0.84%	29
2022 Q3	$1.05M	Hold	19,968	–	–	0.89%	28
2022 Q2	$1.09M	Hold	19,968	–	–	0.96%	26
2022 Q1	$1.39M	Hold	19,968	–	–	1.39%	18
2021 Q4	$1.52M	Buy	+19,968	New	+$1.48M	1.5%	17

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

Financial Connections Group's IWF Position: Q1 2026 in Review

Financial Connections Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.55% in Q1 2026, selling an estimated $11.3K and leaving 17,976 shares worth $1.92M. The position accounts for 0.67% of the portfolio, ranked #28.

Financial Connections Group first reported a position in IWF in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.16M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Financial Connections Group held 17,976 shares of iShares Russell 1000 Growth ETF worth $1.92M as of Q1 2026.
Financial Connections Group sold 100 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.3K.
iShares Russell 1000 Growth ETF made up 0.67% of Financial Connections Group's portfolio in Q1 2026, its #28 holding.
Financial Connections Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares Russell 1000 Growth ETF position peaked at $2.16M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.