HMS Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HMS Capital 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	$1.86M	Hold	17,484	–	–	0.72%	28
2025 Q4	$2.07M	Hold	17,484	–	–	0.86%	29
2025 Q3	$2.05M	Hold	17,484	–	–	0.86%	29
2025 Q2	$1.86M	Hold	17,484	–	–	0.83%	32
2025 Q1	$1.43M	Hold	17,484	–	–	0.79%	37
2024 Q4	$1.76M	Hold	17,484	–	–	0.85%	31
2024 Q3	$1.64M	Hold	17,484	–	–	0.8%	38
2024 Q2	$1.59M	Hold	17,484	–	–	0.83%	35
2024 Q1	$1.47M	Sell	17,484 -636	-4%	-$51.2K	0.82%	39
2023 Q4	$1.37M	Hold	18,120	–	–	0.84%	32
2023 Q3	$1.2M	Hold	18,120	–	–	0.8%	34
2023 Q2	$1.25M	Hold	18,120	–	–	0.76%	37
2023 Q1	$1.11M	Hold	18,120	–	–	0.7%	39
2022 Q4	$971K	Sell	18,120 -39,120	-68%	-$2.15M	0.56%	37
2022 Q3	$3.01M	Hold	57,240	–	–	1.83%	9
2022 Q2	$3.13M	Buy	57,240 +39,120	+216%	+$2.35M	1.57%	10
2022 Q1	$1.26M	Hold	18,120	–	–	0.53%	37
2021 Q4	$1.38M	Hold	18,120	–	–	0.6%	39
2021 Q3	$1.24M	Hold	18,120	–	–	0.58%	39
2021 Q2	$1.23M	Buy	+18,120	New	+$1.17M	0.55%	44
2018 Q4	–	Sell	-18,584	Closed	-$725K	–	202
2018 Q3	$725K	Hold	18,584	–	–	0.36%	80
2018 Q2	$668K	Hold	18,584	–	–	0.38%	70
2018 Q1	$632K	Buy	+18,584	New	+$651K	0.42%	69

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

HMS Capital Management's IWF Position: Q1 2026 in Review

HMS Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 17,484 shares worth $1.86M. The position accounts for 0.72% of the portfolio, ranked #28.

HMS Capital Management first reported a position in IWF in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.13M in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

HMS Capital Management held 17,484 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q1 2026.
HMS Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.72% of HMS Capital Management's portfolio in Q1 2026, its #28 holding.
HMS Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 23 quarters since.
HMS Capital Management's iShares Russell 1000 Growth ETF position peaked at $3.13M in Q2 2022.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.