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

Financial Engines Advisors’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	$2.83M	Sell	106,212 -13,328	-11%	-$1.51M	0.01%	186
2025 Q4	$14.1M	Sell	119,540 -9,904	-8%	-$1.17M	0.03%	96
2025 Q3	$15.2M	Sell	129,444 -6,800	-5%	-$757K	0.03%	87
2025 Q2	$14.5M	Buy	136,244 +12,976	+11%	+$1.24M	0.03%	85
2025 Q1	$11.1M	Sell	123,268 -6,552	-5%	-$646K	0.02%	91
2024 Q4	$13M	Buy	129,820 +9,448	+8%	+$929K	0.03%	89
2024 Q3	$11.3M	Sell	120,372 -8,176	-6%	-$741K	0.02%	85
2024 Q2	$11.7M	Buy	128,548 +56	+0%	+$4.78K	0.03%	84
2024 Q1	$10.8M	Sell	128,492 -61,476	-32%	-$4.95M	0.02%	82
2023 Q4	$14.4M	Sell	189,968 -5,596	-3%	-$396K	0.03%	67
2023 Q3	$13M	Sell	195,564 -13,768	-7%	-$951K	0.03%	65
2023 Q2	$14.4M	Sell	209,332 -5,052	-2%	-$321K	0.04%	67
2023 Q1	$13.1M	Sell	214,384 -901,332	-81%	-$51.9M	0.03%	71
2022 Q4	$59.8M	Buy	1,115,716 +824,588	+283%	+$45.4M	0.17%	50
2022 Q3	$15.3M	Buy	291,128 +119,096	+69%	+$7M	0.05%	66
2022 Q2	$9.4M	Buy	172,032 +81,632	+90%	+$4.9M	0.03%	76
2022 Q1	$6.28M	Buy	90,400 +65,592	+264%	+$4.48M	0.02%	78
2021 Q4	$1.9M	Buy	24,808 +1,196	+5%	+$88.7K	0.01%	92
2021 Q3	$1.62M	Sell	23,612 -956	-4%	-$67.6K	﹤0.01%	90
2021 Q2	$1.67M	Sell	24,568 -1,804	-7%	-$116K	﹤0.01%	75
2021 Q1	$1.6M	Buy	26,372 +44	+0.2%	+$2.68K	0.01%	93
2020 Q4	$1.59M	Buy	26,328 +2,436	+10%	+$139K	0.01%	93
2020 Q3	$1.3M	Buy	23,892 +452	+2%	+$23.8K	0.01%	94
2020 Q2	$1.13M	Sell	23,440 -3,548	-13%	-$156K	﹤0.01%	100
2020 Q1	$1.02M	Buy	+26,988	New	+$1.16M	0.01%	100
2018 Q3	–	Sell	-448	Closed	-$16K	–	163
2018 Q2	$16K	Buy	+448	New	+$15.8K	﹤0.01%	80

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 Engines Advisors's IWF Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2026, selling an estimated $1.51M and leaving 106,212 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #186.

Financial Engines Advisors first reported a position in IWF in Q2 2018 and has held it in 26 quarters since. The position peaked at $59.8M in Q4 2022. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Financial Engines Advisors held 106,212 shares of iShares Russell 1000 Growth ETF worth $2.83M as of Q1 2026.
Financial Engines Advisors sold 13,328 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.51M.
iShares Russell 1000 Growth ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #186 holding.
Financial Engines Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 26 quarters since.
Financial Engines Advisors's iShares Russell 1000 Growth ETF position peaked at $59.8M in Q4 2022.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.