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

HighMark 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	$11.1K	Hold	104	–	–	﹤0.01%	279
2025 Q4	$12.3K	Hold	104	–	–	0.01%	291
2025 Q3	$12.2K	Sell	104 -172	-62%	-$19.2K	0.01%	277
2025 Q2	$29.4K	Buy	276 +104	+60%	+$9.94K	0.01%	199
2025 Q1	$15.6K	Hold	172	–	–	0.01%	224
2024 Q4	$17.3K	Sell	172 -52	-23%	-$5.12K	0.01%	214
2024 Q3	$21.1K	Hold	224	–	–	0.01%	201
2024 Q2	$20.5K	Hold	224	–	–	0.01%	200
2024 Q1	$18.9K	Hold	224	–	–	0.01%	203
2023 Q4	$17K	Hold	224	–	–	0.01%	207
2023 Q3	$14.9K	Hold	224	–	–	0.01%	210
2023 Q2	$15.5K	Hold	224	–	–	0.01%	208
2023 Q1	$13.7K	Hold	224	–	–	0.01%	248
2022 Q4	$12K	Hold	224	–	–	0.01%	227
2022 Q3	$12K	Hold	224	–	–	0.01%	219
2022 Q2	$12K	Hold	224	–	–	0.01%	222
2022 Q1	$16K	Hold	224	–	–	0.01%	203
2021 Q4	$17K	Hold	224	–	–	0.01%	192
2021 Q3	$15K	Hold	224	–	–	0.01%	210
2021 Q2	$15K	Hold	224	–	–	0.01%	212
2021 Q1	$14K	Hold	224	–	–	0.01%	195
2020 Q4	$14K	Hold	224	–	–	0.01%	187
2020 Q3	$12K	Hold	224	–	–	0.01%	199
2020 Q2	$11K	Hold	224	–	–	0.01%	183
2020 Q1	$8K	Sell	224 -356	-61%	-$15.3K	0.01%	168
2019 Q4	$25K	Buy	+580	New	+$24.2K	0.03%	120

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

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

HighMark Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 104 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

HighMark Wealth Management first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $29.4K in Q2 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

HighMark Wealth Management held 104 shares of iShares Russell 1000 Growth ETF worth $11.1K as of Q1 2026.
HighMark Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #279 holding.
HighMark Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's iShares Russell 1000 Growth ETF position peaked at $29.4K in Q2 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.