Future Financial Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Future Financial Wealth Management’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	$208K	Hold	1,776	–	–	0.13%	115
2025 Q4	$204K	Buy	1,776 +4	+0.2%	+$474	0.14%	117
2025 Q3	$208K	Hold	1,772	–	–	0.13%	115
2025 Q2	$188K	Hold	1,772	–	–	0.13%	118
2025 Q1	$160K	Sell	1,772 -240	-12%	-$23.7K	0.12%	122
2024 Q4	$202K	Hold	2,012	–	–	0.15%	110
2024 Q3	$189K	Sell	2,012 -320	-14%	-$29K	0.13%	118
2024 Q2	$213K	Sell	2,332 -428	-16%	-$36.5K	0.19%	104
2024 Q1	$233K	Sell	2,760 -43,696	-94%	-$3.52M	0.18%	99
2023 Q4	$3.52M	Buy	46,456 +608	+1%	+$43K	3.5%	3
2023 Q3	$3.05M	Buy	45,848 +1,160	+3%	+$80.1K	3.38%	7
2023 Q2	$3.07M	Buy	+44,688	New	+$2.84M	3.24%	9

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

Future Financial Wealth Management's IWF Position: Q1 2026 in Review

Future Financial Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,776 shares worth $208K. The position accounts for 0.13% of the portfolio, ranked #115.

Future Financial Wealth Management first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.52M in Q4 2023. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Future Financial Wealth Management held 1,776 shares of iShares Russell 1000 Growth ETF worth $208K as of Q1 2026.
Future Financial Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.13% of Future Financial Wealth Management's portfolio in Q1 2026, its #115 holding.
Future Financial Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Future Financial Wealth Management's iShares Russell 1000 Growth ETF position peaked at $3.52M in Q4 2023.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.