FWL Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FWL Investment 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	$1.14M	Sell	10,700 -1,200	-10%	-$136K	0.25%	53
2025 Q4	$1.41M	Hold	11,900	–	–	0.34%	49
2025 Q3	$1.39M	Sell	11,900 -1,500	-11%	-$167K	0.36%	49
2025 Q2	$1.42M	Sell	13,400 -800	-6%	-$76.5K	0.44%	46
2025 Q1	$1.28M	Sell	14,200 -900	-6%	-$88.8K	0.48%	43
2024 Q4	$1.52M	Hold	15,100	–	–	0.55%	42
2024 Q3	$1.42M	Sell	15,100 -400	-3%	-$36.3K	0.54%	44
2024 Q2	$1.41M	Hold	15,500	–	–	0.71%	28
2024 Q1	$1.31M	Buy	15,500 +2,800	+22%	+$226K	0.72%	34
2023 Q4	$963K	Hold	12,700	–	–	0.56%	32
2023 Q3	$845K	Hold	12,700	–	–	0.57%	28
2023 Q2	$874K	Hold	12,700	–	–	0.6%	31
2023 Q1	$776K	Hold	12,700	–	–	0.57%	29
2022 Q4	$680K	Sell	12,700 -800	-6%	-$44K	0.52%	28
2022 Q3	$710K	Hold	13,500	–	–	0.63%	25
2022 Q2	$738K	Hold	13,500	–	–	0.54%	32
2022 Q1	$937K	Sell	13,500 -700	-5%	-$47.8K	0.58%	32
2021 Q4	$1.08M	Hold	14,200	–	–	0.66%	31
2021 Q3	$973K	Hold	14,200	–	–	0.61%	32
2021 Q2	$964K	Sell	14,200 -1,000	-7%	-$64.5K	0.59%	33
2021 Q1	$924K	Sell	15,200 -400	-3%	-$24.3K	0.62%	33
2020 Q4	$940K	Buy	+15,600	New	+$888K	0.72%	35

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

FWL Investment Management's IWF Position: Q1 2026 in Review

FWL Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q1 2026, selling an estimated $136K and leaving 10,700 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #53.

FWL Investment Management first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.52M in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

FWL Investment Management held 10,700 shares of iShares Russell 1000 Growth ETF worth $1.14M as of Q1 2026.
FWL Investment Management sold 1,200 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $136K.
iShares Russell 1000 Growth ETF made up 0.25% of FWL Investment Management's portfolio in Q1 2026, its #53 holding.
FWL Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
FWL Investment Management's iShares Russell 1000 Growth ETF position peaked at $1.52M in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.