Investmark Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Investmark Advisory Group’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	$2.21M	Sell	20,740 -652	-3%	-$74K	0.95%	34
2025 Q4	$2.53M	Sell	21,392 -624	-3%	-$73.9K	1.08%	31
2025 Q3	$2.58M	Sell	22,016 -1,708	-7%	-$190K	1.12%	30
2025 Q2	$2.52M	Sell	23,724 -352	-1%	-$33.7K	1.18%	26
2025 Q1	$2.17M	Sell	24,076 -304	-1%	-$30K	1.07%	28
2024 Q4	$2.45M	Buy	24,380 +608	+3%	+$59.8K	1.2%	25
2024 Q3	$2.23M	Sell	23,772 -1,016	-4%	-$92.1K	1.08%	27
2024 Q2	$2.26M	Sell	24,788 -172	-0.7%	-$14.7K	1.2%	26
2024 Q1	$2.1M	Sell	24,960 -368	-1%	-$29.6K	1.15%	28
2023 Q4	$1.92M	Buy	25,328 +468	+2%	+$33.1K	1.13%	30
2023 Q3	$1.65M	Sell	24,860 -160	-0.6%	-$11K	1.12%	29
2023 Q2	$1.72M	Buy	25,020 +960	+4%	+$61K	1.15%	28
2023 Q1	$1.47M	Sell	24,060 -9,108	-27%	-$525K	1.08%	26
2022 Q4	$1.78M	Buy	33,168 +8,572	+35%	+$472K	1.32%	22
2022 Q3	$1.29M	Buy	24,596 +1,624	+7%	+$95.5K	1.16%	28
2022 Q2	$1.26M	Buy	22,972 +7,504	+49%	+$451K	1.24%	21
2022 Q1	$1.07M	Buy	15,468 +568	+4%	+$38.8K	1.11%	22
2021 Q4	$1.14M	Buy	+14,900	New	+$1.1M	1.06%	21

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

Investmark Advisory Group's IWF Position: Q1 2026 in Review

Investmark Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q1 2026, selling an estimated $74K and leaving 20,740 shares worth $2.21M. The position accounts for 0.95% of the portfolio, ranked #34.

Investmark Advisory Group first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.58M in Q3 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Investmark Advisory Group held 20,740 shares of iShares Russell 1000 Growth ETF worth $2.21M as of Q1 2026.
Investmark Advisory Group sold 652 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $74K.
iShares Russell 1000 Growth ETF made up 0.95% of Investmark Advisory Group's portfolio in Q1 2026, its #34 holding.
Investmark Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's iShares Russell 1000 Growth ETF position peaked at $2.58M in Q3 2025.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.