Greenspring Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Greenspring Advisors’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	$7.28M	Sell	68,272 -1,304	-2%	-$148K	0.44%	26
2025 Q4	$8.23M	Buy	69,576 +46,972	+208%	+$5.56M	0.51%	26
2025 Q3	$2.65M	Buy	+22,604	New	+$2.52M	0.47%	16
2025 Q1	$2.04M	Sell	22,604 -192	-0.8%	-$18.9K	0.48%	16
2024 Q4	$2.29M	Sell	22,796 -40	-0.2%	-$3.93K	0.5%	14
2024 Q3	$2.14M	Hold	22,836	–	–	0.47%	14
2024 Q2	$2.08M	Buy	22,836 +2,336	+11%	+$199K	0.5%	12
2024 Q1	$1.73M	Buy	20,500 +2,400	+13%	+$193K	0.43%	18
2023 Q4	$1.37M	Hold	18,100	–	–	0.38%	22
2023 Q3	$1.2M	Hold	18,100	–	–	0.38%	21
2023 Q2	$1.25M	Sell	18,100 -14,392	-44%	-$915K	0.38%	20
2023 Q1	$1.98M	Hold	32,492	–	–	0.43%	27
2022 Q4	$1.74M	Buy	32,492 +5,492	+20%	+$302K	0.46%	27
2022 Q3	$1.42M	Buy	27,000 +84	+0.3%	+$4.94K	0.44%	27
2022 Q2	$1.47M	Buy	26,916 +52	+0.2%	+$3.12K	0.43%	24
2022 Q1	$1.86M	Buy	26,864 +80	+0.3%	+$5.46K	0.5%	20
2021 Q4	$2.05M	Buy	+26,784	New	+$1.99M	0.53%	17

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Greenspring Advisors's IWF Position: Q1 2026 in Review

Greenspring Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q1 2026, selling an estimated $148K and leaving 68,272 shares worth $7.28M. The position accounts for 0.44% of the portfolio, ranked #26.

Greenspring Advisors first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.23M in Q4 2025. 2,442 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Greenspring Advisors held 68,272 shares of iShares Russell 1000 Growth ETF worth $7.28M as of Q1 2026.
Greenspring Advisors sold 1,304 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $148K.
iShares Russell 1000 Growth ETF made up 0.44% of Greenspring Advisors's portfolio in Q1 2026, its #26 holding.
Greenspring Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Greenspring Advisors's iShares Russell 1000 Growth ETF position peaked at $8.23M in Q4 2025.
2,442 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.