IFWM
IWF icon

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

Institute for 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 		– Hold
0
– – – 409

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's IWF Position: Q1 2026 in Review

Institute for Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,820 shares — an estimated $207K sold.

Institute for Wealth Management first reported a position in IWF in Q2 2013 and held it in 5 quarters. The position peaked at $223K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Institute for Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 1,820 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $207K.
  • Institute for Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 5 quarters.
  • Institute for Wealth Management's iShares Russell 1000 Growth ETF position peaked at $223K in Q3 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.