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

GeoWealth 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 		– Sell
-2,064
Closed -$244K – 880
2025
Q4 		$244K Buy
+2,064
New +$244K 0.01% 624
2025
Q3 		– Sell
-820
Closed -$87.1K – 997
2025
Q2 		$87.1K Sell
820
-145,440
-99% -$13.9M ﹤0.01% 843
2025
Q1 		$13.2M Buy
146,260
+2,532
+2% +$250K 0.53% 32
2024
Q4 		$14.4M Buy
143,728
+90,152
+168% +$8.87M 0.47% 40
2024
Q3 		$5.03M Sell
53,576
-91,576
-63% -$8.3M 0.18% 104
2024
Q2 		$13.2M Buy
145,152
+117,544
+426% +$10M 0.58% 29
2024
Q1 		$2.33M Sell
27,608
-148,756
-84% -$12M 0.09% 162
2023
Q4 		$13.4M Buy
176,364
+138,712
+368% +$9.81M 1.11% 18
2023
Q3 		$2.5M Buy
37,652
+14,676
+64% +$1.01M 0.28% 86
2023
Q2 		$1.58M Sell
22,976
-49,832
-68% -$3.17M 0.17% 98
2023
Q1 		$4.45M Buy
72,808
+48,508
+200% +$2.79M 0.52% 42
2022
Q4 		$1.3M Sell
24,300
-36,424
-60% -$2M 0.14% 97
2022
Q3 		$3.19M Buy
60,724
+42,264
+229% +$2.49M 0.35% 61
2022
Q2 		$1.01M Buy
18,460
+10,560
+134% +$634K 0.14% 107
2022
Q1 		$548K Sell
7,900
-163,036
-95% -$11.1M 0.05% 194
2021
Q4 		$13.1M Sell
170,936
-80,592
-32% -$5.97M 1.07% 24
2021
Q3 		$17.2M Buy
+251,528
New +$17.8M 1.42% 14
2019
Q4 		– Sell
-5,656
Closed -$226K – 145
2019
Q3 		$226K Buy
+5,656
New +$227K 0.05% 188

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GeoWealth Management's IWF Position: Q1 2026 in Review

GeoWealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,064 shares — an estimated $244K sold.

GeoWealth Management first reported a position in IWF in Q3 2019 and held it in 18 quarters. The position peaked at $17.2M in Q3 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • GeoWealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 2,064 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $244K.
  • GeoWealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and held it in 18 quarters.
  • GeoWealth Management's iShares Russell 1000 Growth ETF position peaked at $17.2M in Q3 2021.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.