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

Greenwich 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	$384K	Hold	3,600	–	–	0.02%	221
2025 Q4	$426K	Hold	3,600	–	–	0.02%	206
2025 Q3	$422K	Sell	3,600 -224	-6%	-$24.9K	0.02%	206
2025 Q2	$406K	Sell	3,824 -404	-10%	-$38.6K	0.02%	194
2025 Q1	$382K	Sell	4,228 -160	-4%	-$15.8K	0.03%	187
2024 Q4	$441K	Hold	4,388	–	–	0.03%	180
2024 Q3	$412K	Sell	4,388 -228	-5%	-$20.7K	0.03%	182
2024 Q2	$421K	Sell	4,616 -568	-11%	-$48.5K	0.03%	178
2024 Q1	$437K	Buy	+5,184	New	+$418K	0.03%	176
2014 Q1	–	Sell	-20,180	Closed	-$434K	–	165
2013 Q4	$434K	Sell	20,180 -40	-0.2%	-$821	0.04%	125
2013 Q3	$395K	Hold	20,220	–	–	0.03%	128
2013 Q2	$368K	Buy	+20,220	New	+$370K	0.03%	117

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

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

Greenwich Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,600 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #221.

Greenwich Wealth Management first reported a position in IWF in Q2 2013 and has held it in 12 quarters since. The position peaked at $441K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Greenwich Wealth Management held 3,600 shares of iShares Russell 1000 Growth ETF worth $384K as of Q1 2026.
Greenwich Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #221 holding.
Greenwich Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 12 quarters since.
Greenwich Wealth Management's iShares Russell 1000 Growth ETF position peaked at $441K in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.