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High Net Worth Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

High Net Worth Advisory Group’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 		$334K Hold
3,136
– – 0.08% 182
2025
Q4 		$371K Hold
3,136
– – 0.09% 170
2025
Q3 		$367K Sell
3,136
-76
-2% -$8.46K 0.09% 167
2025
Q2 		$341K Hold
3,212
– – 0.09% 165
2025
Q1 		$290K Hold
3,212
– – 0.08% 170
2024
Q4 		$322K Hold
3,212
– – 0.09% 163
2024
Q3 		$301K Sell
3,212
-76
-2% -$6.89K 0.08% 172
2024
Q2 		$300K Hold
3,288
– – 0.09% 162
2024
Q1 		$277K Hold
3,288
– – 0.09% 169
2023
Q4 		$249K Hold
3,288
– – 0.09% 166
2023
Q3 		$219K Buy
3,288
+80
+2% +$5.52K 0.09% 177
2023
Q2 		$221K Buy
+3,208
New +$204K 0.09% 177
2023
Q1 		– Sell
-3,252
Closed -$174K – 385
2022
Q4 		$174K Sell
3,252
-4
-0.1% -$220 0.07% 196
2022
Q3 		$171K Sell
3,256
-16
-0.5% -$941 0.07% 196
2022
Q2 		$179K Sell
3,272
-152
-4% -$9.13K 0.07% 198
2022
Q1 		$238K Sell
3,424
-5,780
-63% -$395K 0.09% 165
2021
Q4 		$703K Buy
+9,204
New +$682K 0.25% 84

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

High Net Worth Advisory Group's IWF Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,136 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #182.

High Net Worth Advisory Group first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $703K in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • High Net Worth Advisory Group held 3,136 shares of iShares Russell 1000 Growth ETF worth $334K as of Q1 2026.
  • High Net Worth Advisory Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.08% of High Net Worth Advisory Group's portfolio in Q1 2026, its #182 holding.
  • High Net Worth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • High Net Worth Advisory Group's iShares Russell 1000 Growth ETF position peaked at $703K in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.