Harvest Investment Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Harvest Investment Services’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	$1.48M	Sell	13,840 -712	-5%	-$80.8K	0.27%	95
2025 Q4	$1.72M	Buy	14,552 +472	+3%	+$55.9K	0.32%	80
2025 Q3	$1.65M	Buy	14,080 +484	+4%	+$53.9K	0.33%	89
2025 Q2	$1.44M	Sell	13,596 -576	-4%	-$55.1K	0.32%	88
2025 Q1	$1.28M	Sell	14,172 -960	-6%	-$94.7K	0.36%	65
2024 Q4	$1.52M	Sell	15,132 -560	-4%	-$55.1K	0.37%	80
2024 Q3	$1.47M	Buy	15,692 +348	+2%	+$31.6K	0.47%	60
2024 Q2	$1.4M	Buy	15,344 +12,124	+377%	+$1.04M	0.55%	48
2024 Q1	$271K	Hold	3,220	–	–	0.11%	144
2023 Q4	$244K	Hold	3,220	–	–	0.11%	160
2023 Q3	$214K	Hold	3,220	–	–	0.14%	130
2023 Q2	$222K	Buy	+3,220	New	+$205K	0.13%	151
2022 Q2	–	Sell	-3,220	Closed	-$223K	–	169
2022 Q1	$223K	Hold	3,220	–	–	0.13%	164
2021 Q4	$246K	Hold	3,220	–	–	0.1%	219
2021 Q3	$220K	Hold	3,220	–	–	0.09%	256
2021 Q2	$218K	Buy	+3,220	New	+$208K	0.09%	258

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

Harvest Investment Services's IWF Position: Q1 2026 in Review

Harvest Investment Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.9% in Q1 2026, selling an estimated $80.8K and leaving 13,840 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #95.

Harvest Investment Services first reported a position in IWF in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.72M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Harvest Investment Services held 13,840 shares of iShares Russell 1000 Growth ETF worth $1.48M as of Q1 2026.
Harvest Investment Services sold 712 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $80.8K.
iShares Russell 1000 Growth ETF made up 0.27% of Harvest Investment Services's portfolio in Q1 2026, its #95 holding.
Harvest Investment Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 16 quarters since.
Harvest Investment Services's iShares Russell 1000 Growth ETF position peaked at $1.72M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.