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Garton & Associates Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Garton & Associates Financial 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 		– Sell
-324
Closed -$38.3K – 405
2025
Q4 		$38.3K Buy
+324
New +$38.4K 0.02% 437

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Garton & Associates Financial Advisors's IWF Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 324 shares — an estimated $38.3K sold.

Garton & Associates Financial Advisors first reported a position in IWF in Q4 2025 and held it in 1 quarter. The position peaked at $38.3K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 324 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $38.3K.
  • Garton & Associates Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $38.3K in Q4 2025.
  • 2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.