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

Financial Services Advisory’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	–	Sell	-95,840	Closed	-$11.3M	–	66
2025 Q4	$11.3M	Sell	95,840 -49,428	-34%	-$5.85M	4.08%	7
2025 Q3	$17M	Buy	+145,268	New	+$16.2M	6.56%	5
2020 Q1	–	Sell	-524,896	Closed	-$23.1M	–	16
2019 Q4	$23.1M	Buy	524,896 +260,572	+99%	+$10.9M	9.53%	1
2019 Q3	$10.5M	Sell	264,324 -468,188	-64%	-$18.8M	6.98%	7
2019 Q2	$28.8M	Buy	732,512 +465,552	+174%	+$18M	18.78%	1
2019 Q1	$10.1M	Buy	+266,960	New	+$9.59M	8.71%	4
2018 Q4	–	Sell	-628,196	Closed	-$24.5M	–	8
2018 Q3	$24.5M	Buy	628,196 +154,572	+33%	+$5.85M	16.35%	2
2018 Q2	$17M	Sell	473,624 -33,732	-7%	-$1.19M	14.71%	2
2018 Q1	$17.3M	Buy	507,356 +166,648	+49%	+$5.84M	18.4%	1
2017 Q4	$11.5M	Buy	+340,708	New	+$11.2M	8.44%	2

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Services Advisory's IWF Position: Q1 2026 in Review

Financial Services Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 95,840 shares — an estimated $11.3M sold.

Financial Services Advisory first reported a position in IWF in Q4 2017 and held it in 10 quarters. The position peaked at $28.8M in Q2 2019. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Financial Services Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 95,840 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.3M.
Financial Services Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 10 quarters.
Financial Services Advisory's iShares Russell 1000 Growth ETF position peaked at $28.8M in Q2 2019.
2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.