Fusion Family Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $425K | Hold |
3,988
| – | – | 0.03% | 34 |
|
|
2025
Q4 | $472K | Hold |
3,988
| – | – | 0.04% | 32 |
|
|
2025
Q3 | $467K | Hold |
3,988
| – | – | 0.04% | 34 |
|
|
2025
Q2 | $423K | Hold |
3,988
| – | – | 0.04% | 34 |
|
|
2025
Q1 | $360K | Hold |
3,988
| – | – | 0.03% | 36 |
|
|
2024
Q4 | $400K | Hold |
3,988
| – | – | 0.04% | 35 |
|
|
2024
Q3 | $374K | Hold |
3,988
| – | – | 0.03% | 36 |
|
|
2024
Q2 | $363K | Hold |
3,988
| – | – | 0.04% | 33 |
|
|
2024
Q1 | $336K | Buy |
3,988
+460
| +13% | +$37.1K | 0.03% | 34 |
|
|
2023
Q4 | $267K | Hold |
3,528
| – | – | 0.03% | 34 |
|
|
2023
Q3 | $235K | Hold |
3,528
| – | – | 0.03% | 37 |
|
|
2023
Q2 | $243K | Hold |
3,528
| – | – | 0.03% | 38 |
|
|
2023
Q1 | $215K | Buy |
+3,528
| New | +$203K | 0.03% | 37 |
|
|
2022
Q4 | – | Sell |
-3,528
| Closed | -$242K | – | 40 |
|
|
2022
Q3 | $242K | Buy |
+3,528
| New | +$207K | 0.04% | 31 |
|
|
2022
Q2 | – | Sell |
-3,528
| Closed | -$245K | – | 36 |
|
|
2022
Q1 | $245K | Hold |
3,528
| – | – | 0.03% | 33 |
|
|
2021
Q4 | $270K | Hold |
3,528
| – | – | 0.04% | 31 |
|
|
2021
Q3 | $242K | Hold |
3,528
| – | – | 0.04% | 31 |
|
|
2021
Q2 | $239K | Buy |
3,528
+744
| +27% | +$48K | 0.04% | 32 |
|
|
2021
Q1 | $169K | Hold |
2,784
| – | – | 0.03% | 36 |
|
|
2020
Q4 | $168K | Sell |
2,784
-800
| -22% | -$45.5K | 0.03% | 34 |
|
|
2020
Q3 | $194K | Buy |
3,584
+1,600
| +81% | +$84.3K | 0.04% | 31 |
|
|
2020
Q2 | $95K | Sell |
1,984
-1,648
| -45% | -$72.6K | 0.02% | 39 |
|
|
2020
Q1 | $137K | Hold |
3,632
| – | – | 0.04% | 38 |
|
|
2019
Q4 | $160K | Buy |
3,632
+800
| +28% | +$33.4K | 0.04% | 43 |
|
|
2019
Q3 | $113K | Buy |
2,832
+24
| +0.9% | +$962 | 0.03% | 43 |
|
|
2019
Q2 | $110K | Sell |
2,808
-388
| -12% | -$15K | 0.03% | 58 |
|
|
2019
Q1 | $121K | Hold |
3,196
| – | – | 0.03% | 48 |
|
|
2018
Q4 | $105K | Buy |
3,196
+928
| +41% | +$32.7K | 0.03% | 84 |
|
|
2018
Q3 | $88K | Hold |
2,268
| – | – | 0.02% | 91 |
|
|
2018
Q2 | $82K | Sell |
2,268
-560
| -20% | -$19.8K | 0.02% | 102 |
|
|
2018
Q1 | $96K | Sell |
2,828
-4,240
| -60% | -$149K | 0.03% | 82 |
|
|
2017
Q4 | $238K | Hold |
7,068
| – | – | 0.06% | 63 |
|
|
2017
Q3 | $221K | Hold |
7,068
| – | – | 0.07% | 47 |
|
|
2017
Q2 | $210K | Hold |
7,068
| – | – | 0.07% | 71 |
|
|
2017
Q1 | $201K | Sell |
7,068
-11,548
| -62% | -$320K | 0.08% | 71 |
|
|
2016
Q4 | $499K | Buy |
+18,616
| New | +$483K | 0.29% | 36 |
|
Other funds holding IWF
Fusion Family Wealth's IWF Position: Q1 2026 in Review
Fusion Family Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,988 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #34.
Fusion Family Wealth first reported a position in IWF in Q4 2016 and has held it in 36 quarters since. The position peaked at $499K in Q4 2016. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Fusion Family Wealth held 3,988 shares of iShares Russell 1000 Growth ETF worth $425K as of Q1 2026.
- Fusion Family Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
- iShares Russell 1000 Growth ETF made up 0.03% of Fusion Family Wealth's portfolio in Q1 2026, its #34 holding.
- Fusion Family Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 36 quarters since.
- Fusion Family Wealth's iShares Russell 1000 Growth ETF position peaked at $499K in Q4 2016.
- 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.