GM Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

GM Advisory Group’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	$15M	Sell	140,772 -488	-0.3%	-$55.4K	0.58%	38
2025 Q4	$16.7M	Buy	141,260 +13,972	+11%	+$1.66M	0.65%	34
2025 Q3	$14.9M	Buy	127,288 +10,824	+9%	+$1.21M	0.63%	33
2025 Q2	$12.4M	Sell	116,464 -200	-0.2%	-$19.1K	0.61%	34
2025 Q1	$10.5M	Sell	116,664 -6,836	-6%	-$674K	0.57%	34
2024 Q4	$12.4M	Sell	123,500 -372	-0.3%	-$36.6K	0.69%	32
2024 Q3	$11.6M	Buy	123,872 +948	+0.8%	+$85.9K	0.7%	31
2024 Q2	$11.2M	Sell	122,924 -3,260	-3%	-$278K	0.72%	30
2024 Q1	$10.6M	Buy	126,184 +4	+0%	+$322	0.75%	28
2023 Q4	$9.56M	Buy	126,180 +800	+0.6%	+$56.6K	0.72%	27
2023 Q3	$8.34M	Buy	125,380 +60	+0%	+$4.14K	0.68%	28
2023 Q2	$8.62M	Buy	125,320 +14,444	+13%	+$919K	0.71%	28
2023 Q1	$6.77M	Buy	110,876 +50,752	+84%	+$2.92M	0.62%	28
2022 Q4	$3.22M	Sell	60,124 -1,060	-2%	-$58.3K	0.34%	38
2022 Q3	$3.22M	Hold	61,184	–	–	0.4%	35
2022 Q2	$3.35M	Hold	61,184	–	–	0.52%	34
2022 Q1	$4.25M	Sell	61,184 -688	-1%	-$47K	0.51%	36
2021 Q4	$4.73M	Buy	61,872 +14,364	+30%	+$1.06M	0.42%	44
2021 Q3	$3.25M	Hold	47,508	–	–	0.33%	48
2021 Q2	$3.22M	Buy	+47,508	New	+$3.06M	0.33%	50

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GM Advisory Group's IWF Position: Q1 2026 in Review

GM Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.35% in Q1 2026, selling an estimated $55.4K and leaving 140,772 shares worth $15M. The position accounts for 0.58% of the portfolio, ranked #38.

GM Advisory Group first reported a position in IWF in Q2 2021 and has held it in 20 quarters since. The position peaked at $16.7M in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

GM Advisory Group held 140,772 shares of iShares Russell 1000 Growth ETF worth $15M as of Q1 2026.
GM Advisory Group sold 488 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $55.4K.
iShares Russell 1000 Growth ETF made up 0.58% of GM Advisory Group's portfolio in Q1 2026, its #38 holding.
GM Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 20 quarters since.
GM Advisory Group's iShares Russell 1000 Growth ETF position peaked at $16.7M in Q4 2025.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.