GLOBALT Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

GLOBALT Investments’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	$401M	Buy	3,762,328 +136,852	+4%	+$15.5M	14.3%	1
2025 Q4	$429M	Sell	3,625,476 -28,852	-0.8%	-$3.42M	15.66%	1
2025 Q3	$428M	Sell	3,654,328 -97,440	-3%	-$10.8M	15.63%	1
2025 Q2	$398M	Sell	3,751,768 -117,948	-3%	-$11.3M	15.26%	1
2025 Q1	$349M	Sell	3,869,716 -375,236	-9%	-$37M	14.27%	1
2024 Q4	$426M	Sell	4,244,952 -159,984	-4%	-$15.7M	16.32%	1
2024 Q3	$413M	Sell	4,404,936 -182,128	-4%	-$16.5M	15.48%	1
2024 Q2	$418M	Buy	4,587,064 +34,436	+0.8%	+$2.94M	16.7%	1
2024 Q1	$384M	Sell	4,552,628 -77,964	-2%	-$6.28M	15.27%	1
2023 Q4	$351M	Buy	+4,630,592	New	+$327M	14.59%	1

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

GLOBALT Investments's IWF Position: Q1 2026 in Review

GLOBALT Investments increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.8% in Q1 2026, buying an estimated $15.5M and bringing the position to 3,762,328 shares worth $401M. The position accounts for 14.3% of the portfolio, ranked #1.

GLOBALT Investments first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $429M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

GLOBALT Investments held 3,762,328 shares of iShares Russell 1000 Growth ETF worth $401M as of Q1 2026.
GLOBALT Investments bought 136,852 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $15.5M.
iShares Russell 1000 Growth ETF made up 14.3% of GLOBALT Investments's portfolio in Q1 2026, its #1 holding.
GLOBALT Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's iShares Russell 1000 Growth ETF position peaked at $429M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.