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

Hohimer 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 		$465K Buy
4,360
+76
+2% +$8.63K 0.05% 210
2025
Q4 		$507K Hold
4,284
– – 0.07% 191
2025
Q3 		$502K Hold
4,284
– – 0.07% 196
2025
Q2 		$455K Hold
4,284
– – 0.08% 167
2025
Q1 		$387K Hold
4,284
– – 0.08% 179
2024
Q4 		$430K Buy
+4,284
New +$421K 0.08% 151

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

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

Hohimer Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q1 2026, buying an estimated $8.63K and bringing the position to 4,360 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #210.

Hohimer Wealth Management first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $507K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Hohimer Wealth Management held 4,360 shares of iShares Russell 1000 Growth ETF worth $465K as of Q1 2026.
  • Hohimer Wealth Management bought 76 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $8.63K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Hohimer Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Hohimer Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Hohimer Wealth Management's iShares Russell 1000 Growth ETF position peaked at $507K in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.