IFG Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

IFG Advisory’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	$74.6K	Sell	700 -65,364	-99%	-$7.42M	0.21%	105
2025 Q4	$7.82M	Sell	66,064 -240	-0.4%	-$28.4K	0.34%	85
2025 Q3	$7.76M	Buy	66,304 +668	+1%	+$74.4K	0.35%	80
2025 Q2	$6.97M	Buy	65,636 +3,712	+6%	+$355K	0.35%	76
2025 Q1	$5.59M	Buy	61,924 +472	+0.8%	+$46.6K	0.31%	84
2024 Q4	$6.17M	Sell	61,452 -4,624	-7%	-$455K	0.35%	74
2024 Q3	$6.2M	Sell	66,076 -864	-1%	-$78.3K	0.39%	64
2024 Q2	$6.1M	Buy	66,940 +1,064	+2%	+$90.8K	0.39%	58
2024 Q1	$5.55M	Buy	65,876 +896	+1%	+$72.2K	0.41%	62
2023 Q4	$4.93M	Sell	64,980 -3,072	-5%	-$217K	0.36%	70
2023 Q3	$4.53M	Buy	68,052 +772	+1%	+$53.3K	0.38%	60
2023 Q2	$4.63M	Sell	67,280 -2,640	-4%	-$168K	0.41%	65
2023 Q1	$4.27M	Sell	69,920 -2,760	-4%	-$159K	0.4%	62
2022 Q4	$3.89M	Sell	72,680 -13,148	-15%	-$723K	0.39%	63
2022 Q3	$4.51M	Buy	85,828 +17,200	+25%	+$1.01M	0.41%	54
2022 Q2	$3.75M	Buy	68,628 +11,640	+20%	+$699K	0.4%	55
2022 Q1	$3.96M	Buy	56,988 +9,788	+21%	+$668K	0.4%	55
2021 Q4	$3.61M	Buy	47,200 +2,216	+5%	+$164K	0.35%	61
2021 Q3	$3.08M	Buy	44,984 +264	+0.6%	+$18.7K	0.33%	64
2021 Q2	$3.04M	Sell	44,720 -9,872	-18%	-$636K	0.34%	64
2021 Q1	$3.32M	Buy	54,592 +552	+1%	+$33.6K	0.41%	52
2020 Q4	$3.26M	Sell	54,040 -1,104	-2%	-$62.8K	0.45%	50
2020 Q3	$2.99M	Buy	55,144 +5,940	+12%	+$313K	0.48%	46
2020 Q2	$2.36M	Buy	49,204 +3,068	+7%	+$135K	0.43%	56
2020 Q1	$1.74M	Sell	46,136 -18,608	-29%	-$802K	0.39%	65
2019 Q4	$2.85M	Buy	64,744 +2,904	+5%	+$121K	0.52%	45
2019 Q3	$2.47M	Buy	+61,840	New	+$2.48M	0.48%	50

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

IFG Advisory's IWF Position: Q1 2026 in Review

IFG Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 99% in Q1 2026, selling an estimated $7.42M and leaving 700 shares worth $74.6K. The position accounts for 0.21% of the portfolio, ranked #105.

IFG Advisory first reported a position in IWF in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.82M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

IFG Advisory held 700 shares of iShares Russell 1000 Growth ETF worth $74.6K as of Q1 2026.
IFG Advisory sold 65,364 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $7.42M.
iShares Russell 1000 Growth ETF made up 0.21% of IFG Advisory's portfolio in Q1 2026, its #105 holding.
IFG Advisory first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 27 quarters since.
IFG Advisory's iShares Russell 1000 Growth ETF position peaked at $7.82M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.