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

Financial Perspectives’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	$1.67M	Buy	15,660 +1,096	+8%	+$124K	0.47%	41
2025 Q4	$1.72M	Buy	14,564 +1,004	+7%	+$119K	0.46%	39
2025 Q3	$1.59M	Buy	13,560 +188	+1%	+$20.9K	0.44%	40
2025 Q2	$1.42M	Buy	13,372 +328	+3%	+$31.4K	0.43%	41
2025 Q1	$1.18M	Buy	13,044 +64	+0.5%	+$6.31K	0.4%	42
2024 Q4	$1.3M	Buy	12,980 +308	+2%	+$30.3K	0.44%	39
2024 Q3	$1.19M	Buy	12,672 +208	+2%	+$18.9K	0.41%	45
2024 Q2	$1.14M	Buy	12,464 +356	+3%	+$30.4K	0.42%	41
2024 Q1	$1.02M	Buy	12,108 +384	+3%	+$30.9K	0.39%	45
2023 Q4	$889K	Buy	11,724 +888	+8%	+$62.8K	0.36%	46
2023 Q3	$721K	Buy	10,836 +848	+8%	+$58.6K	0.33%	48
2023 Q2	$687K	Buy	9,988 +968	+11%	+$61.6K	0.3%	53
2023 Q1	$551K	Buy	9,020 +960	+12%	+$55.3K	0.26%	58
2022 Q4	$432K	Buy	8,060 +568	+8%	+$31.2K	0.22%	68
2022 Q3	$394K	Buy	7,492 +840	+13%	+$49.4K	0.22%	70
2022 Q2	$364K	Buy	6,652 +5,552	+505%	+$333K	0.21%	70
2022 Q1	$76.3K	Buy	+1,100	New	+$75.1K	0.04%	214

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 Perspectives's IWF Position: Q1 2026 in Review

Financial Perspectives increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.5% in Q1 2026, buying an estimated $124K and bringing the position to 15,660 shares worth $1.67M. The position accounts for 0.47% of the portfolio, ranked #41.

Financial Perspectives first reported a position in IWF in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.72M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Financial Perspectives held 15,660 shares of iShares Russell 1000 Growth ETF worth $1.67M as of Q1 2026.
Financial Perspectives bought 1,096 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $124K.
iShares Russell 1000 Growth ETF made up 0.47% of Financial Perspectives's portfolio in Q1 2026, its #41 holding.
Financial Perspectives first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Financial Perspectives's iShares Russell 1000 Growth ETF position peaked at $1.72M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.