Holderness Investments Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Holderness Investments Company’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	$261K	Hold	2,444	–	–	0.05%	222
2025 Q4	$289K	Hold	2,444	–	–	0.06%	211
2025 Q3	$286K	Buy	2,444 +4	+0.2%	+$445	0.06%	213
2025 Q2	$259K	Hold	2,440	–	–	0.06%	219
2025 Q1	$220K	Hold	2,440	–	–	0.05%	234
2024 Q4	$245K	Hold	2,440	–	–	0.05%	230
2024 Q3	$229K	Buy	2,440 +4	+0.2%	+$363	0.05%	237
2024 Q2	$222K	Hold	2,436	–	–	0.05%	228
2024 Q1	$205K	Buy	+2,436	New	+$196K	0.05%	240

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

Holderness Investments Company's IWF Position: Q1 2026 in Review

Holderness Investments Company held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,444 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #222.

Holderness Investments Company first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. The position peaked at $289K in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Holderness Investments Company held 2,444 shares of iShares Russell 1000 Growth ETF worth $261K as of Q1 2026.
Holderness Investments Company left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Holderness Investments Company's portfolio in Q1 2026, its #222 holding.
Holderness Investments Company first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Holderness Investments Company's iShares Russell 1000 Growth ETF position peaked at $289K in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.