IWC
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Integrated Wealth Concepts’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Integrated Wealth Concepts’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 		$12.2M Buy
114,720
+48,788
+74% +$5.54M 0.1% 214
2025
Q4 		$7.8M Sell
65,932
-43,448
-40% -$5.15M 0.09% 200
2025
Q3 		$12.8M Sell
109,380
-5,060
-4% -$563K 0.11% 164
2025
Q2 		$12.1M Sell
114,440
-2,204
-2% -$211K 0.12% 157
2025
Q1 		$10.5M Sell
116,644
-9,728
-8% -$960K 0.12% 164
2024
Q4 		$12.7M Buy
126,372
+15,724
+14% +$1.55M 0.15% 144
2024
Q3 		$10.4M Sell
110,648
-396
-0.4% -$35.9K 0.13% 161
2024
Q2 		$10.1M Buy
111,044
+7,340
+7% +$627K 0.14% 155
2024
Q1 		$8.74M Buy
103,704
+5,468
+6% +$441K 0.13% 175
2023
Q4 		$7.45M Sell
98,236
-7,384
-7% -$522K 0.12% 184
2023
Q3 		$7.02M Buy
105,620
+4,424
+4% +$305K 0.12% 184
2023
Q2 		$6.96M Buy
101,196
+22,356
+28% +$1.42M 0.12% 189
2023
Q1 		$4.82M Buy
78,840
+14,640
+23% +$843K 0.1% 203
2022
Q4 		$3.44M Sell
64,200
-101,892
-61% -$5.6M 0.09% 210
2022
Q3 		$8.74M Buy
166,092
+46,300
+39% +$2.72M 0.28% 76
2022
Q2 		$6.55M Buy
119,792
+89,772
+299% +$5.39M 0.2% 105
2022
Q1 		$2.08M Buy
30,020
+732
+2% +$50K 0.06% 253
2021
Q4 		$2.24M Sell
29,288
-12,512
-30% -$928K 0.07% 241
2021
Q3 		$2.86M Buy
41,800
+3,720
+10% +$263K 0.09% 190
2021
Q2 		$2.58M Buy
38,080
+1,980
+5% +$128K 0.09% 183
2021
Q1 		$2.19M Buy
36,100
+876
+2% +$53.3K 0.09% 174
2020
Q4 		$2.12M Buy
35,224
+3,476
+11% +$198K 0.1% 146
2020
Q3 		$1.72M Buy
31,748
+1,368
+5% +$72.1K 0.11% 144
2020
Q2 		$1.46M Buy
30,380
+8,020
+36% +$353K 0.1% 126
2020
Q1 		$842K Sell
22,360
-5,000
-18% -$215K 0.08% 158
2019
Q4 		$1.2M Sell
27,360
-4,012
-13% -$168K 0.1% 131
2019
Q3 		$1.25M Buy
31,372
+2,796
+10% +$112K 0.14% 108
2019
Q2 		$1.09M Buy
28,576
+1,220
+4% +$47.2K 0.14% 112
2019
Q1 		$1.03M Sell
27,356
-9,712
-26% -$349K 0.18% 104
2018
Q4 		$1.21M Buy
37,068
+17,772
+92% +$627K 0.33% 74
2018
Q3 		$754K Buy
19,296
+2,784
+17% +$105K 0.23% 84
2018
Q2 		$597K Buy
16,512
+1,692
+11% +$59.7K 0.2% 98
2018
Q1 		$492K Buy
14,820
+268
+2% +$9.39K 0.2% 97
2017
Q4 		$507K Buy
+14,552
New +$477K 0.22% 89

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

Integrated Wealth Concepts's IWF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Russell 1000 Growth ETF (IWF) stake by 74% in Q1 2026, buying an estimated $5.54M and bringing the position to 114,720 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #214.

Integrated Wealth Concepts first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.8M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Integrated Wealth Concepts held 114,720 shares of iShares Russell 1000 Growth ETF worth $12.2M as of Q1 2026.
  • Integrated Wealth Concepts bought 48,788 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.54M.
  • iShares Russell 1000 Growth ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #214 holding.
  • Integrated Wealth Concepts first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Integrated Wealth Concepts's iShares Russell 1000 Growth ETF position peaked at $12.8M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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