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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$442K Sell
4,144
-136
-3% -$15.4K 0.06% 85
2025
Q4
$506K Hold
4,280
0.07% 84
2025
Q3
$501K Hold
4,280
0.07% 93
2025
Q2
$454K Buy
+4,280
New +$409K 0.09% 36
2025
Q1
Sell
-4,644
Closed -$466K 31
2024
Q4
$466K Sell
4,644
-40
-0.9% -$3.93K 0.12% 29
2024
Q3
$440K Hold
4,684
0.12% 30
2024
Q2
$427K Buy
4,684
+44
+0.9% +$3.76K 0.13% 29
2024
Q1
$391K Buy
4,640
+208
+5% +$16.8K 0.12% 32
2023
Q4
$336K Hold
4,432
0.11% 32
2023
Q3
$295K Buy
+4,432
New +$306K 0.13% 35
2022
Q4
Sell
-7,512
Closed -$395K 137
2022
Q3
$395K Hold
7,512
0.17% 72
2022
Q2
$411K Hold
7,512
0.19% 74
2022
Q1
$521K Hold
7,512
0.2% 66
2021
Q4
$574K Sell
7,512
-644
-8% -$47.7K 0.2% 61
2021
Q3
$559K Hold
8,156
0.2% 57
2021
Q2
$554K Sell
8,156
-480
-6% -$30.9K 0.2% 57
2021
Q1
$525K Sell
8,636
-784
-8% -$47.7K 0.21% 60
2020
Q4
$568K Hold
9,420
0.25% 55
2020
Q3
$511K Sell
9,420
-180
-2% -$9.48K 0.24% 56
2020
Q2
$461K Sell
9,600
-1,140
-11% -$50.2K 0.23% 58
2020
Q1
$404K Hold
10,740
0.24% 58
2019
Q4
$472K Sell
10,740
-760
-7% -$31.7K 0.21% 57
2019
Q3
$459K Hold
11,500
0.2% 64
2019
Q2
$452K Sell
11,500
-320
-3% -$12.4K 0.2% 62
2019
Q1
$447K Sell
11,820
-268
-2% -$9.63K 0.2% 71
2018
Q4
$396K Sell
12,088
-272
-2% -$9.59K 0.24% 68
2018
Q3
$482K Sell
12,360
-524
-4% -$19.8K 0.27% 69
2018
Q2
$463K Hold
12,884
0.23% 70
2018
Q1
$438K Sell
12,884
-26,440
-67% -$927K 0.23% 71
2017
Q4
$1.32M Sell
39,324
-8,740
-18% -$286K 0.68% 38
2017
Q3
$1.5M Sell
48,064
-13,976
-23% -$428K 0.82% 33
2017
Q2
$1.85M Sell
62,040
-1,252
-2% -$36.8K 1.09% 22
2017
Q1
$1.8M Buy
63,292
+41,300
+188% +$1.15M 1.15% 22
2016
Q4
$577K Buy
+21,992
New +$571K 0.42% 44

Other funds holding IWF

Financial Consulate's IWF Position: Q1 2026 in Review

Financial Consulate reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q1 2026, selling an estimated $15.4K and leaving 4,144 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #85.

Financial Consulate first reported a position in IWF in Q4 2016 and has held it in 34 quarters since. The position peaked at $1.85M in Q2 2017. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Financial Consulate held 4,144 shares of iShares Russell 1000 Growth ETF worth $442K as of Q1 2026.
  • Financial Consulate sold 136 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $15.4K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Financial Consulate's portfolio in Q1 2026, its #85 holding.
  • Financial Consulate first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 34 quarters since.
  • Financial Consulate's iShares Russell 1000 Growth ETF position peaked at $1.85M in Q2 2017.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.