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

Gibbs 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 		$330K Buy
+3,096
New +$351K 0.04% 374
2025
Q3 		– Sell
-2,916
Closed -$310K – 354
2025
Q2 		$310K Buy
+2,916
New +$279K 0.06% 280

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

Gibbs Wealth Management's IWF Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2026: 3,096 shares worth $330K. The stake represents 0.04% of the portfolio and ranks #374 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in IWF as recently as Q2 2025.

Gibbs Wealth Management first reported a position in IWF in Q2 2025 and has held it in 2 quarters since. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Gibbs Wealth Management held 3,096 shares of iShares Russell 1000 Growth ETF worth $330K as of Q1 2026.
  • iShares Russell 1000 Growth ETF was a new Gibbs Wealth Management position in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #374 holding.
  • Gibbs Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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