IBEX Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

IBEX Wealth Advisors’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	$379K	Buy	+3,552	New	+$403K	0.04%	166
2025 Q4	–	Sell	-8,612	Closed	-$1.01M	–	160
2025 Q3	$1.01M	Buy	8,612 +72	+0.8%	+$8.02K	0.1%	113
2025 Q2	$907K	Buy	+8,540	New	+$817K	0.1%	112
2025 Q1	–	Sell	-17,540	Closed	-$1.76M	–	169
2024 Q4	$1.76M	Buy	+17,540	New	+$1.73M	0.21%	85

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

IBEX Wealth Advisors's IWF Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2026: 3,552 shares worth $379K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in IWF as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.76M in Q4 2024. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

IBEX Wealth Advisors held 3,552 shares of iShares Russell 1000 Growth ETF worth $379K as of Q1 2026.
iShares Russell 1000 Growth ETF was a new IBEX Wealth Advisors position in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q1 2026, its #166 holding.
IBEX Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 4 quarters since.
IBEX Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.76M in Q4 2024.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.