IMA Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334K | Hold |
3,136
| – | – | 0.03% | 162 |
|
|
2025
Q4 | $371K | Hold |
3,136
| – | – | 0.04% | 158 |
|
|
2025
Q3 | $367K | Hold |
3,136
| – | – | 0.04% | 152 |
|
|
2025
Q2 | $333K | Sell |
3,136
-504
| -14% | -$48.2K | 0.04% | 154 |
|
|
2025
Q1 | $329K | Hold |
3,640
| – | – | 0.04% | 157 |
|
|
2024
Q4 | $365K | Hold |
3,640
| – | – | 0.04% | 154 |
|
|
2024
Q3 | $342K | Buy |
+3,640
| New | +$330K | 0.07% | 126 |
|
|
2023
Q4 | – | Sell |
-3,640
| Closed | -$242K | – | 170 |
|
|
2023
Q3 | $242K | Hold |
3,640
| – | – | 0.06% | 130 |
|
|
2023
Q2 | $250K | Hold |
3,640
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $222K | Hold |
3,640
| – | – | 0.06% | 130 |
|
|
2022
Q4 | $195K | Hold |
3,640
| – | – | 0.05% | 136 |
|
|
2022
Q3 | $191K | Hold |
3,640
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $199K | Hold |
3,640
| – | – | 0.05% | 141 |
|
|
2022
Q1 | $253K | Hold |
3,640
| – | – | 0.06% | 112 |
|
|
2021
Q4 | $278K | Hold |
3,640
| – | – | 0.06% | 116 |
|
|
2021
Q3 | $249K | Hold |
3,640
| – | – | 0.06% | 116 |
|
|
2021
Q2 | $247K | Hold |
3,640
| – | – | 0.06% | 118 |
|
|
2021
Q1 | $221K | Hold |
3,640
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $219K | Hold |
3,640
| – | – | 0.06% | 110 |
|
|
2020
Q3 | $197K | Hold |
3,640
| – | – | 0.07% | 115 |
|
|
2020
Q2 | $175K | Hold |
3,640
| – | – | 0.06% | 116 |
|
|
2020
Q1 | $137K | Hold |
3,640
| – | – | 0.06% | 116 |
|
|
2019
Q4 | $160K | Hold |
3,640
| – | – | 0.06% | 110 |
|
|
2019
Q3 | $145K | Hold |
3,640
| – | – | 0.05% | 117 |
|
|
2019
Q2 | $143K | Hold |
3,640
| – | – | 0.05% | 117 |
|
|
2019
Q1 | $138K | Sell |
3,640
-404
| -10% | -$14.5K | 0.05% | 119 |
|
|
2018
Q4 | $132K | Hold |
4,044
| – | – | 0.06% | 119 |
|
|
2018
Q3 | $158K | Hold |
4,044
| – | – | 0.06% | 115 |
|
|
2018
Q2 | $145K | Buy |
+4,044
| New | +$143K | 0.06% | 123 |
|
|
2016
Q4 | – | Sell |
-10,000
| Closed | -$260K | – | 122 |
|
|
2016
Q3 | $260K | Buy |
10,000
+568
| +6% | +$14.8K | 0.15% | 99 |
|
|
2016
Q2 | $237K | Hold |
9,432
| – | – | 0.15% | 99 |
|
|
2016
Q1 | $235K | Hold |
9,432
| – | – | 0.14% | 98 |
|
|
2015
Q4 | $235K | Buy |
+9,432
| New | +$235K | 0.14% | 104 |
|
|
2015
Q3 | – | Sell |
-8,472
| Closed | -$210K | – | 147 |
|
|
2015
Q2 | $210K | Hold |
8,472
| – | – | 0.1% | 141 |
|
|
2015
Q1 | $210K | Buy |
+8,472
| New | +$207K | 0.1% | 143 |
|
Other funds holding IWF
IMA Advisory Services's IWF Position: Q1 2026 in Review
IMA Advisory Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,136 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #162.
IMA Advisory Services first reported a position in IWF in Q1 2015 and has held it in 35 quarters since. The position peaked at $371K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- IMA Advisory Services held 3,136 shares of iShares Russell 1000 Growth ETF worth $334K as of Q1 2026.
- IMA Advisory Services left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
- iShares Russell 1000 Growth ETF made up 0.03% of IMA Advisory Services's portfolio in Q1 2026, its #162 holding.
- IMA Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 35 quarters since.
- IMA Advisory Services's iShares Russell 1000 Growth ETF position peaked at $371K in Q4 2025.
- 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.