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

IHT 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	$14.5M	Buy	135,832 +7,876	+6%	+$894K	0.34%	67
2025 Q4	$15.1M	Sell	127,956 -3,780	-3%	-$448K	0.37%	60
2025 Q3	$15.4M	Buy	131,736 +3,612	+3%	+$402K	0.39%	55
2025 Q2	$13.6M	Sell	128,124 -8,056	-6%	-$770K	0.37%	61
2025 Q1	$12.3M	Buy	136,180 +1,868	+1%	+$184K	0.38%	59
2024 Q4	$13.5M	Sell	134,312 -64,472	-32%	-$6.34M	0.44%	52
2024 Q3	$18.6M	Buy	198,784 +72,128	+57%	+$6.54M	0.53%	32
2024 Q2	$11.5M	Buy	126,656 +10,356	+9%	+$884K	0.43%	41
2024 Q1	$9.8M	Buy	116,300 +5,092	+5%	+$410K	0.39%	47
2023 Q4	$8.43M	Buy	111,208 +24,100	+28%	+$1.7M	0.38%	51
2023 Q3	$5.79M	Buy	87,108 +25,448	+41%	+$1.76M	0.29%	71
2023 Q2	$4.24M	Buy	61,660 +5,584	+10%	+$355K	0.22%	97
2023 Q1	$3.43M	Sell	56,076 -668	-1%	-$38.5K	0.2%	113
2022 Q4	$3.04M	Buy	56,744 +7,536	+15%	+$415K	0.19%	117
2022 Q3	$2.59M	Sell	49,208 -3,236	-6%	-$190K	0.2%	111
2022 Q2	$2.87M	Sell	52,444 -592	-1%	-$35.5K	0.25%	90
2022 Q1	$3.68M	Sell	53,036 -5,448	-9%	-$372K	0.28%	75
2021 Q4	$4.47M	Sell	58,484 -3,092	-5%	-$229K	0.33%	61
2021 Q3	$4.22M	Sell	61,576 -1,308	-2%	-$92.5K	0.34%	64
2021 Q2	$4.27M	Sell	62,884 -1,140	-2%	-$73.5K	0.27%	78
2021 Q1	$3.89M	Sell	64,024 -244	-0.4%	-$14.9K	0.28%	79
2020 Q4	$3.87M	Sell	64,268 -52	-0.1%	-$2.96K	0.32%	65
2020 Q3	$3.49M	Buy	64,320 +7,208	+13%	+$380K	0.35%	59
2020 Q2	$2.74M	Sell	57,112 -15,096	-21%	-$665K	0.38%	58
2020 Q1	$2.72M	Sell	72,208 -9,092	-11%	-$392K	0.39%	58
2019 Q4	$3.58M	Sell	81,300 -7,756	-9%	-$324K	0.42%	49
2019 Q3	$3.56M	Sell	89,056 -6,520	-7%	-$261K	0.48%	45
2019 Q2	$3.77M	Buy	95,576 +40,500	+74%	+$1.57M	0.55%	32
2019 Q1	$2.08M	Sell	55,076 -21,476	-28%	-$772K	0.35%	70
2018 Q4	$2.5M	Buy	76,552 +8,076	+12%	+$285K	0.48%	44
2018 Q3	$2.67M	Buy	68,476 +268	+0.4%	+$10.1K	0.58%	32
2018 Q2	$2.45M	Buy	68,208 +2,112	+3%	+$74.5K	0.63%	30
2018 Q1	$2.19M	Sell	66,096 -22,460	-25%	-$787K	0.59%	28
2017 Q4	$3.08M	Buy	88,556 +4,300	+5%	+$141K	0.82%	15
2017 Q3	$2.67M	Buy	84,256 +75,576	+871%	+$2.31M	1.14%	11
2017 Q2	$51	Buy	8,680 +716	+9%	+$21K	0.02%	497
2017 Q1	$369K	Sell	7,964 -78,836	-91%	-$2.19M	0.25%	99
2016 Q4	$2.29M	Buy	+86,800	New	+$2.25M	1.73%	4

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

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

IHT Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.2% in Q1 2026, buying an estimated $894K and bringing the position to 135,832 shares worth $14.5M. The position accounts for 0.34% of the portfolio, ranked #67.

IHT Wealth Management first reported a position in IWF in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.6M in Q3 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

IHT Wealth Management held 135,832 shares of iShares Russell 1000 Growth ETF worth $14.5M as of Q1 2026.
IHT Wealth Management bought 7,876 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $894K.
iShares Russell 1000 Growth ETF made up 0.34% of IHT Wealth Management's portfolio in Q1 2026, its #67 holding.
IHT Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
IHT Wealth Management's iShares Russell 1000 Growth ETF position peaked at $18.6M in Q3 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.