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

HFG 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	$1.37M	Hold	12,864	–	–	0.97%	29
2025 Q4	$1.52M	Buy	12,864 +860	+7%	+$102K	1.1%	27
2025 Q3	$1.41M	Hold	12,004	–	–	1.04%	28
2025 Q2	$1.27M	Hold	12,004	–	–	1.01%	28
2025 Q1	$1.08M	Hold	12,004	–	–	0.93%	31
2024 Q4	$1.21M	Hold	12,004	–	–	1.05%	28
2024 Q3	$1.13M	Hold	12,004	–	–	1%	27
2024 Q2	$1.09M	Sell	12,004 -72	-0.6%	-$6.15K	1.02%	28
2024 Q1	$1.02M	Hold	12,076	–	–	0.9%	32
2023 Q4	$915K	Sell	12,076 -68	-0.6%	-$4.81K	0.88%	31
2023 Q3	$808K	Hold	12,144	–	–	0.88%	29
2023 Q2	$835K	Sell	12,144 -140	-1%	-$8.9K	0.88%	32
2023 Q1	$750K	Hold	12,284	–	–	0.85%	33
2022 Q4	$658K	Buy	12,284 +4,580	+59%	+$252K	0.77%	37
2022 Q3	$405K	Sell	7,704 -32	-0.4%	-$1.88K	0.56%	42
2022 Q2	$423K	Buy	7,736 +580	+8%	+$34.8K	0.57%	44
2022 Q1	$497K	Hold	7,156	–	–	0.57%	41
2021 Q4	$547K	Buy	+7,156	New	+$530K	0.62%	41

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

HFG Advisors's IWF Position: Q1 2026 in Review

HFG Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 12,864 shares worth $1.37M. The position accounts for 0.97% of the portfolio, ranked #29.

HFG Advisors first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

HFG Advisors held 12,864 shares of iShares Russell 1000 Growth ETF worth $1.37M as of Q1 2026.
HFG Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.97% of HFG Advisors's portfolio in Q1 2026, its #29 holding.
HFG Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
HFG Advisors's iShares Russell 1000 Growth ETF position peaked at $1.52M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.