Howe & Rusling’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Howe & Rusling’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	$770K	Sell	7,228 -588	-8%	-$66.7K	0.05%	145
2025 Q4	$925K	Buy	7,816 +5,028	+180%	+$596K	0.06%	134
2025 Q3	$327K	Sell	2,788 -1,156	-29%	-$129K	0.02%	228
2025 Q2	$419K	Buy	3,944 +2,796	+244%	+$267K	0.03%	188
2025 Q1	$104K	Sell	1,148 -348	-23%	-$34.3K	0.01%	296
2024 Q4	$150K	Buy	1,496 +412	+38%	+$40.5K	0.01%	266
2024 Q3	$102K	Sell	1,084 -84	-7%	-$7.62K	0.01%	273
2024 Q2	$106K	Sell	1,168 -408	-26%	-$34.8K	0.01%	261
2024 Q1	$133K	Sell	1,576 -6,308	-80%	-$508K	0.01%	258
2023 Q4	$598K	Buy	7,884 +276	+4%	+$19.5K	0.06%	127
2023 Q3	$506K	Buy	7,608 +556	+8%	+$38.4K	0.06%	127
2023 Q2	$485K	Sell	7,052 -708	-9%	-$45K	0.05%	137
2023 Q1	$474K	Buy	7,760 +712	+10%	+$41K	0.06%	139
2022 Q4	$377K	Hold	7,048	–	–	0.05%	141
2022 Q3	$371K	Hold	7,048	–	–	0.05%	144
2022 Q2	$385K	Buy	7,048 +708	+11%	+$42.5K	0.05%	141
2022 Q1	$440K	Hold	6,340	–	–	0.05%	135
2021 Q4	$484K	Hold	6,340	–	–	0.06%	127
2021 Q3	$434K	Hold	6,340	–	–	0.05%	129
2021 Q2	$430K	Sell	6,340 -116	-2%	-$7.48K	0.05%	125
2021 Q1	$392K	Sell	6,456 -120	-2%	-$7.3K	0.05%	124
2020 Q4	$396K	Buy	6,576 +44	+0.7%	+$2.5K	0.06%	114
2020 Q3	$354K	Sell	6,532 -652	-9%	-$34.3K	0.06%	114
2020 Q2	$345K	Sell	7,184 -380	-5%	-$16.7K	0.06%	106
2020 Q1	$285K	Hold	7,564	–	–	0.06%	122
2019 Q4	$333K	Buy	+7,564	New	+$316K	0.06%	152
2018 Q2	–	Sell	-13,568	Closed	-$462K	–	875
2018 Q1	$462K	Buy	13,568 +12,556	+1,241%	+$440K	0.08%	114
2017 Q4	$34K	Hold	1,012	–	–	0.01%	336
2017 Q3	$32K	Hold	1,012	–	–	0.01%	340
2017 Q2	$30K	Sell	1,012 -1,040	-51%	-$30.5K	0.01%	323
2017 Q1	$58K	Sell	2,052 -272	-12%	-$7.54K	0.01%	248
2016 Q4	$61K	Buy	2,324 +1,036	+80%	+$26.9K	0.01%	250
2016 Q3	$34K	Sell	1,288 -1,192	-48%	-$31K	0.01%	299
2016 Q2	$62K	Hold	2,480	–	–	0.01%	227
2016 Q1	$62K	Buy	2,480 +2,296	+1,248%	+$54.3K	0.01%	249
2015 Q4	$5K	Hold	184	–	–	﹤0.01%	630
2015 Q3	$4K	Buy	+184	New	+$4.53K	﹤0.01%	675
2014 Q2	–	Sell	-3,028	Closed	-$66K	–	879
2014 Q1	$66K	Buy	3,028 +2,840	+1,511%	+$61K	0.02%	280
2013 Q4	$4K	Hold	188	–	–	﹤0.01%	632
2013 Q3	$4K	Sell	188 -3,028	-94%	-$58K	﹤0.01%	727
2013 Q2	$58K	Buy	+3,216	New	+$58.9K	0.02%	308

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 $424B AUM 22.94% 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

Howe & Rusling's IWF Position: Q1 2026 in Review

Howe & Rusling reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.5% in Q1 2026, selling an estimated $66.7K and leaving 7,228 shares worth $770K. The position accounts for 0.05% of the portfolio, ranked #145.

Howe & Rusling first reported a position in IWF in Q2 2013 and has held it in 41 quarters since. The position peaked at $925K in Q4 2025. 2,439 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Howe & Rusling held 7,228 shares of iShares Russell 1000 Growth ETF worth $770K as of Q1 2026.
Howe & Rusling sold 588 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $66.7K.
iShares Russell 1000 Growth ETF made up 0.05% of Howe & Rusling's portfolio in Q1 2026, its #145 holding.
Howe & Rusling first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 41 quarters since.
Howe & Rusling's iShares Russell 1000 Growth ETF position peaked at $925K in Q4 2025.
2,439 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.