Frank Rimerman Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Frank Rimerman 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	$3.05M	Sell	28,568 -3,876	-12%	-$440K	0.2%	85
2025 Q4	$3.84M	Hold	32,444	–	–	0.24%	64
2025 Q3	$3.8M	Hold	32,444	–	–	0.24%	65
2025 Q2	$3.44M	Hold	32,444	–	–	0.23%	70
2025 Q1	$2.93M	Hold	32,444	–	–	0.23%	73
2024 Q4	$3.26M	Hold	32,444	–	–	0.24%	69
2024 Q3	$3.04M	Hold	32,444	–	–	0.22%	76
2024 Q2	$2.96M	Hold	32,444	–	–	0.21%	82
2024 Q1	$2.73M	Hold	32,444	–	–	0.53%	28
2023 Q4	$2.46M	Hold	32,444	–	–	0.51%	27
2023 Q3	$2.16M	Hold	32,444	–	–	0.52%	26
2023 Q2	$2.23M	Buy	32,444 +2,496	+8%	+$159K	0.53%	28
2023 Q1	$1.83M	Hold	29,948	–	–	0.51%	32
2022 Q4	$1.6M	Hold	29,948	–	–	0.5%	31
2022 Q3	$1.58M	Hold	29,948	–	–	0.57%	29
2022 Q2	$1.64M	Hold	29,948	–	–	0.63%	27
2022 Q1	$2.08M	Sell	29,948 -1,464	-5%	-$99.9K	0.67%	26
2021 Q4	$2.4M	Hold	31,412	–	–	0.81%	21
2021 Q3	$2.15M	Hold	31,412	–	–	0.83%	22
2021 Q2	$2.13M	Hold	31,412	–	–	0.83%	21
2021 Q1	$1.91M	Hold	31,412	–	–	0.84%	19
2020 Q4	$1.89M	Buy	+31,412	New	+$1.79M	0.86%	22

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

Frank Rimerman Advisors's IWF Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q1 2026, selling an estimated $440K and leaving 28,568 shares worth $3.05M. The position accounts for 0.2% of the portfolio, ranked #85.

Frank Rimerman Advisors first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.84M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Frank Rimerman Advisors held 28,568 shares of iShares Russell 1000 Growth ETF worth $3.05M as of Q1 2026.
Frank Rimerman Advisors sold 3,876 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $440K.
iShares Russell 1000 Growth ETF made up 0.2% of Frank Rimerman Advisors's portfolio in Q1 2026, its #85 holding.
Frank Rimerman Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's iShares Russell 1000 Growth ETF position peaked at $3.84M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.