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

Horizons 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	$312K	Hold	2,928	–	–	0.2%	52
2025 Q4	$346K	Hold	2,928	–	–	0.23%	53
2025 Q3	$343K	Hold	2,928	–	–	0.23%	50
2025 Q2	$311K	Hold	2,928	–	–	0.22%	53
2025 Q1	$264K	Hold	2,928	–	–	0.2%	56
2024 Q4	$294K	Hold	2,928	–	–	0.22%	55
2024 Q3	$275K	Hold	2,928	–	–	0.21%	57
2024 Q2	$265K	Hold	2,928	–	–	0.21%	59
2024 Q1	$222K	Hold	2,928	–	–	0.15%	57
2023 Q4	$222K	Hold	2,928	–	–	0.15%	57
2023 Q3	$195K	Hold	2,928	–	–	0.14%	62
2023 Q2	$201K	Buy	2,928 +916	+46%	+$58.3K	0.14%	63
2023 Q1	$123K	Hold	2,012	–	–	0.09%	66
2022 Q4	$108K	Hold	2,012	–	–	0.09%	69
2022 Q3	$106K	Hold	2,012	–	–	0.1%	61
2022 Q2	$129K	Buy	+2,012	New	+$121K	0.11%	59

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

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

Horizons Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,928 shares worth $312K. The position accounts for 0.2% of the portfolio, ranked #52.

Horizons Wealth Management first reported a position in IWF in Q2 2022 and has held it in 16 quarters since. The position peaked at $346K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Horizons Wealth Management held 2,928 shares of iShares Russell 1000 Growth ETF worth $312K as of Q1 2026.
Horizons Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.2% of Horizons Wealth Management's portfolio in Q1 2026, its #52 holding.
Horizons Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Russell 1000 Growth ETF position peaked at $346K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.