Goodman Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Goodman Financial’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	$3.31M	Sell	31,096 -5,572	-15%	-$632K	0.57%	41
2025 Q4	$4.34M	Sell	36,668 -3,800	-9%	-$450K	0.82%	32
2025 Q3	$4.74M	Hold	40,468	–	–	0.92%	30
2025 Q2	$4.3M	Hold	40,468	–	–	0.86%	30
2025 Q1	$3.65M	Buy	40,468 +4,808	+13%	+$474K	0.79%	31
2024 Q4	$3.58M	Hold	35,660	–	–	0.76%	31
2024 Q3	$3.35M	Hold	35,660	–	–	0.75%	33
2024 Q2	$3.25M	Buy	+35,660	New	+$3.04M	0.72%	33

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

Goodman Financial's IWF Position: Q1 2026 in Review

Goodman Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q1 2026, selling an estimated $632K and leaving 31,096 shares worth $3.31M. The position accounts for 0.57% of the portfolio, ranked #41.

Goodman Financial first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.74M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Goodman Financial held 31,096 shares of iShares Russell 1000 Growth ETF worth $3.31M as of Q1 2026.
Goodman Financial sold 5,572 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $632K.
iShares Russell 1000 Growth ETF made up 0.57% of Goodman Financial's portfolio in Q1 2026, its #41 holding.
Goodman Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Goodman Financial's iShares Russell 1000 Growth ETF position peaked at $4.74M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.