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

Financial Management Network’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	$1.56M	Sell	14,040 -232	-2%	-$26.3K	0.24%	66
2025 Q4	$1.68M	Sell	14,272 -272	-2%	-$32.2K	0.27%	63
2025 Q3	$1.72M	Sell	14,544 -200	-1%	-$22.3K	0.28%	63
2025 Q2	$1.58M	Hold	14,744	–	–	0.28%	63
2025 Q1	$1.2M	Sell	14,744 -620	-4%	-$61.2K	0.27%	65
2024 Q4	$1.56M	Sell	15,364 -164	-1%	-$16.1K	0.33%	57
2024 Q3	$1.45M	Sell	15,528 -240	-2%	-$21.8K	0.3%	63
2024 Q2	$1.49M	Sell	15,768 -1,088	-6%	-$92.9K	0.36%	53
2024 Q1	$1.39M	Sell	16,856 -4	-0%	-$322	0.35%	56
2023 Q4	$1.24M	Sell	16,860 -92	-0.5%	-$6.51K	0.36%	51
2023 Q3	$1.13M	Sell	16,952 -500	-3%	-$34.5K	0.37%	49
2023 Q2	$1.2M	Hold	17,452	–	–	0.42%	46
2023 Q1	$1.06M	Hold	17,452	–	–	0.43%	45
2022 Q4	$931K	Sell	17,452 -220	-1%	-$12.1K	0.41%	52
2022 Q3	$981K	Sell	17,672 -180	-1%	-$10.6K	0.48%	46
2022 Q2	$986K	Sell	17,852 -412	-2%	-$24.7K	0.52%	44
2022 Q1	$1.29M	Hold	18,264	–	–	0.66%	31
2021 Q4	$1.39M	Hold	18,264	–	–	0.64%	35
2021 Q3	$1.24M	Hold	18,264	–	–	0.63%	39
2021 Q2	$1.26M	Hold	18,264	–	–	0.64%	37
2021 Q1	$1.18M	Sell	18,264 -516	-3%	-$31.4K	0.61%	39
2020 Q4	$1.16M	Buy	+18,780	New	+$1.07M	0.71%	32

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 Management Network's IWF Position: Q1 2026 in Review

Financial Management Network reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q1 2026, selling an estimated $26.3K and leaving 14,040 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #66.

Financial Management Network first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.72M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Financial Management Network held 14,040 shares of iShares Russell 1000 Growth ETF worth $1.56M as of Q1 2026.
Financial Management Network sold 232 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $26.3K.
iShares Russell 1000 Growth ETF made up 0.24% of Financial Management Network's portfolio in Q1 2026, its #66 holding.
Financial Management Network first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Financial Management Network's iShares Russell 1000 Growth ETF position peaked at $1.72M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.