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

Icon 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	$6.07M	Buy	204,448 +128,096	+168%	+$14.5M	0.39%	49
2025 Q4	$9.03M	Buy	76,352 +24,744	+48%	+$2.93M	0.6%	37
2025 Q3	$6.04M	Buy	51,608 +636	+1%	+$70.8K	0.41%	50
2025 Q2	$5.41M	Sell	50,972 -308	-0.6%	-$29.5K	0.39%	55
2025 Q1	$4.63M	Buy	51,280 +4,076	+9%	+$402K	0.38%	55
2024 Q4	$4.74M	Sell	47,204 -304	-0.6%	-$29.9K	0.39%	52
2024 Q3	$4.46M	Sell	47,508 -1,464	-3%	-$133K	0.37%	57
2024 Q2	$4.39M	Sell	48,972 -516	-1%	-$44.1K	0.39%	52
2024 Q1	$4.17M	Sell	49,488 -628	-1%	-$50.6K	0.39%	53
2023 Q4	$3.8M	Buy	+50,116	New	+$3.54M	0.4%	54
2022 Q4	$2.99M	Sell	55,916 -944	-2%	-$51.9K	0.34%	70
2022 Q3	$2.99M	Buy	+56,860	New	+$3.34M	0.36%	67

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

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

Icon Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 168% in Q1 2026, buying an estimated $14.5M and bringing the position to 204,448 shares worth $6.07M. The position accounts for 0.39% of the portfolio, ranked #49.

Icon Wealth Advisors first reported a position in IWF in Q3 2022 and has held it in 12 quarters since. The position peaked at $9.03M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Icon Wealth Advisors held 204,448 shares of iShares Russell 1000 Growth ETF worth $6.07M as of Q1 2026.
Icon Wealth Advisors bought 128,096 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $14.5M.
iShares Russell 1000 Growth ETF made up 0.39% of Icon Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Icon Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $9.03M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.