Intrua Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Intrua Financial’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	$5.1M	Buy	47,804 +2,088	+5%	+$237K	0.53%	36
2025 Q4	$5.41M	Sell	45,716 -2,060	-4%	-$244K	0.57%	31
2025 Q3	$5.59M	Sell	47,776 -920	-2%	-$102K	0.61%	25
2025 Q2	$5.17M	Sell	48,696 -384	-0.8%	-$36.7K	0.69%	25
2025 Q1	$4.43M	Sell	49,080 -2,992	-6%	-$295K	0.64%	29
2024 Q4	$5.23M	Buy	+52,072	New	+$5.12M	0.8%	24

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

Intrua Financial's IWF Position: Q1 2026 in Review

Intrua Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q1 2026, buying an estimated $237K and bringing the position to 47,804 shares worth $5.1M. The position accounts for 0.53% of the portfolio, ranked #36.

Intrua Financial first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.59M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Intrua Financial held 47,804 shares of iShares Russell 1000 Growth ETF worth $5.1M as of Q1 2026.
Intrua Financial bought 2,088 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $237K.
iShares Russell 1000 Growth ETF made up 0.53% of Intrua Financial's portfolio in Q1 2026, its #36 holding.
Intrua Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Intrua Financial's iShares Russell 1000 Growth ETF position peaked at $5.59M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.