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

GSB 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 		$282K Sell
2,644
-248
-9% -$28.1K 0.06% 190
2025
Q4 		$342K Sell
2,892
-192
-6% -$22.7K 0.08% 170
2025
Q3 		$361K Sell
3,084
-212
-6% -$23.6K 0.08% 168
2025
Q2 		$350K Sell
3,296
-32
-1% -$3.06K 0.09% 174
2025
Q1 		$301K Sell
3,328
-156
-4% -$15.4K 0.08% 169
2024
Q4 		$350K Buy
3,484
+4
+0.1% +$393 0.09% 164
2024
Q3 		$327K Sell
3,480
-316
-8% -$28.6K 0.08% 171
2024
Q2 		$346K Buy
3,796
+4
+0.1% +$342 0.09% 163
2024
Q1 		$320K Sell
3,792
-196
-5% -$15.8K 0.09% 169
2023
Q4 		$302K Buy
3,988
+16
+0.4% +$1.13K 0.09% 167
2023
Q3 		$264K Hold
3,972
– – 0.09% 164
2023
Q2 		$273K Buy
3,972
+8
+0.2% +$509 0.09% 175
2023
Q1 		$242K Buy
3,964
+8
+0.2% +$461 0.08% 184
2022
Q4 		$212K Buy
3,956
+8
+0.2% +$440 0.08% 189
2022
Q3 		$208K Buy
3,948
+12
+0.3% +$706 0.08% 191
2022
Q2 		$215K Buy
3,936
+8
+0.2% +$480 0.07% 197
2022
Q1 		$273K Buy
3,928
+4
+0.1% +$273 0.08% 193
2021
Q4 		$300K Buy
+3,924
New +$291K 0.09% 188
2021
Q3 		– Sell
-3,916
Closed -$266K – 185
2021
Q2 		$266K Hold
3,916
– – 0.08% 195
2021
Q1 		$238K Buy
+3,916
New +$238K 0.08% 193

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GSB Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.6% in Q1 2026, selling an estimated $28.1K and leaving 2,644 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #190.

GSB Wealth Management first reported a position in IWF in Q1 2021 and has held it in 20 quarters since. The position peaked at $361K in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • GSB Wealth Management held 2,644 shares of iShares Russell 1000 Growth ETF worth $282K as of Q1 2026.
  • GSB Wealth Management sold 248 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $28.1K.
  • iShares Russell 1000 Growth ETF made up 0.06% of GSB Wealth Management's portfolio in Q1 2026, its #190 holding.
  • GSB Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • GSB Wealth Management's iShares Russell 1000 Growth ETF position peaked at $361K in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.