Hirtle Callaghan & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hirtle Callaghan & Co’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	$39.1M	Sell	366,856 -23,628	-6%	-$2.68M	1.34%	14
2025 Q4	$46.2M	Sell	390,484 -18,604	-5%	-$2.2M	1.57%	14
2025 Q3	$47.9M	Sell	409,088 -4,284	-1%	-$477K	1.68%	14
2025 Q2	$43.9M	Buy	413,372 +2,216	+0.5%	+$212K	1.66%	14
2025 Q1	$37.1M	Sell	411,156 -9,524	-2%	-$940K	1.45%	15
2024 Q4	$42.2M	Sell	420,680 -10,088	-2%	-$992K	1.78%	13
2024 Q3	$40.4M	Sell	430,768 -14,676	-3%	-$1.33M	1.63%	15
2024 Q2	$40.6M	Sell	445,444 -4,328	-1%	-$370K	1.75%	14
2024 Q1	$37.9M	Sell	449,772 -2,420	-0.5%	-$195K	1.62%	15
2023 Q4	$34.3M	Buy	452,192 +360	+0.1%	+$25.5K	1.56%	15
2023 Q3	$30M	Sell	451,832 -1,976	-0.4%	-$136K	1.5%	15
2023 Q2	$31.2M	Sell	453,808 -3,372	-0.7%	-$214K	1.49%	16
2023 Q1	$27.9M	Sell	457,180 -1,260	-0.3%	-$72.6K	1.39%	17
2022 Q4	$24.6M	Sell	458,440 -104,460	-19%	-$5.75M	1.5%	15
2022 Q3	$29.6M	Buy	562,900 +7,936	+1%	+$467K	2.12%	13
2022 Q2	$30.3M	Buy	554,964 +3,216	+0.6%	+$193K	1.8%	16
2022 Q1	$38.3M	Buy	551,748 +6,168	+1%	+$421K	1.85%	14
2021 Q4	$41.7M	Buy	545,580 +592	+0.1%	+$43.9K	2.1%	11
2021 Q3	$37.3M	Buy	544,988 +860	+0.2%	+$60.8K	2.1%	11
2021 Q2	$36.9M	Sell	544,128 -2,560	-0.5%	-$165K	2.16%	11
2021 Q1	$33.2M	Buy	546,688 +16,412	+3%	+$999K	2.18%	14
2020 Q4	$32M	Sell	530,276 -520,036	-50%	-$29.6M	2.43%	12
2020 Q3	$57M	Sell	1,050,312 -178,628	-15%	-$9.41M	4.24%	9
2020 Q2	$59M	Buy	1,228,940 +636,368	+107%	+$28M	3.59%	10
2020 Q1	$22.3M	Sell	592,572 -1,676	-0.3%	-$72.2K	1.81%	14
2019 Q4	$26.1M	Sell	594,248 -2,796	-0.5%	-$117K	2.02%	11
2019 Q3	$23.8M	Sell	597,044 -20,664	-3%	-$828K	1.93%	11
2019 Q2	$24.3M	Sell	617,708 -7,548	-1%	-$292K	1.92%	11
2019 Q1	$23.7M	Buy	625,256 +65,740	+12%	+$2.36M	1.92%	11
2018 Q4	$18.3M	Sell	559,516 -579,308	-51%	-$20.4M	1.58%	11
2018 Q3	$44.5M	Buy	1,138,824 +176,296	+18%	+$6.68M	3.92%	7
2018 Q2	$34.6M	Sell	962,528 -158,552	-14%	-$5.6M	3.19%	7
2018 Q1	$38.1M	Buy	1,121,080 +48,872	+5%	+$1.71M	3.53%	7
2017 Q4	$36.1M	Buy	1,072,208 +113,780	+12%	+$3.73M	3.31%	7
2017 Q3	$30M	Buy	958,428 +43,460	+5%	+$1.33M	2.98%	7
2017 Q2	$27.2M	Buy	914,968 +37,592	+4%	+$1.1M	4.36%	4
2017 Q1	$25M	Buy	877,376 +7,548	+0.9%	+$209K	4.09%	4
2016 Q4	$22.8M	Buy	869,828 +180,288	+26%	+$4.68M	3.98%	4
2016 Q3	$18M	Sell	689,540 -44,708	-6%	-$1.16M	3.71%	4
2016 Q2	$18.4M	Hold	734,248	–	–	3.42%	4
2016 Q1	$18.3M	Sell	734,248 -166,852	-19%	-$3.94M	3.43%	4
2015 Q4	$22.4M	Buy	901,100 +381,228	+73%	+$9.51M	5.22%	6
2015 Q3	$12.1M	Buy	519,872 +205,988	+66%	+$5.07M	2.07%	8
2015 Q2	$7.77M	Buy	313,884 +19,932	+7%	+$501K	2.62%	5
2015 Q1	$7.27M	Sell	293,952 -8,932	-3%	-$218K	4.05%	4
2014 Q4	$7.24M	Hold	302,884	–	–	1.68%	10
2014 Q3	$6.94M	Hold	302,884	–	–	1.15%	14
2014 Q2	$6.88M	Hold	302,884	–	–	0.96%	20
2014 Q1	$6.55M	Hold	302,884	–	–	1.08%	15
2013 Q4	$6.51M	Hold	302,884	–	–	0.87%	14
2013 Q3	$5.92M	Buy	+302,884	New	+$5.8M	0.96%	15

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

Hirtle Callaghan & Co's IWF Position: Q1 2026 in Review

Hirtle Callaghan & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.1% in Q1 2026, selling an estimated $2.68M and leaving 366,856 shares worth $39.1M. The position accounts for 1.34% of the portfolio, ranked #14.

Hirtle Callaghan & Co first reported a position in IWF in Q3 2013 and has held it in 51 quarters since. The position peaked at $59M in Q2 2020. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Hirtle Callaghan & Co held 366,856 shares of iShares Russell 1000 Growth ETF worth $39.1M as of Q1 2026.
Hirtle Callaghan & Co sold 23,628 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.68M.
iShares Russell 1000 Growth ETF made up 1.34% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #14 holding.
Hirtle Callaghan & Co first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 51 quarters since.
Hirtle Callaghan & Co's iShares Russell 1000 Growth ETF position peaked at $59M in Q2 2020.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.