Flagship Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Flagship Wealth 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	$20K	Sell	188 -248	-57%	-$28.1K	0.01%	254
2025 Q4	$51.6K	Hold	436	–	–	0.02%	216
2025 Q3	$51.1K	Buy	436 +248	+132%	+$27.6K	0.02%	215
2025 Q2	$20K	Hold	188	–	–	0.01%	270
2025 Q1	$17K	Hold	188	–	–	0.01%	268
2024 Q4	$18.9K	Buy	+188	New	+$18.5K	0.01%	253

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

Flagship Wealth Advisors's IWF Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 57% in Q1 2026, selling an estimated $28.1K and leaving 188 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #254.

Flagship Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.6K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Flagship Wealth Advisors held 188 shares of iShares Russell 1000 Growth ETF worth $20K as of Q1 2026.
Flagship Wealth Advisors sold 248 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $28.1K.
iShares Russell 1000 Growth ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #254 holding.
Flagship Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $51.6K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.