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

Investment 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	$2.3M	Buy	21,604 +12	+0.1%	+$1.36K	0.59%	44
2025 Q4	$2.56M	Buy	21,592 +976	+5%	+$116K	0.66%	38
2025 Q3	$2.41M	Buy	20,616 +112	+0.5%	+$12.5K	0.66%	39
2025 Q2	$2.18M	Sell	20,504 -120	-0.6%	-$11.5K	0.66%	38
2025 Q1	$1.86M	Buy	20,624 +56	+0.3%	+$5.53K	0.62%	40
2024 Q4	$2.07M	Buy	20,568 +952	+5%	+$93.6K	0.69%	37
2024 Q3	$1.84M	Sell	19,616 -1,296	-6%	-$118K	0.64%	41
2024 Q2	$1.91M	Sell	20,912 -1,056	-5%	-$90.2K	0.74%	34
2024 Q1	$1.85M	Buy	21,968 +564	+3%	+$45.4K	0.77%	35
2023 Q4	$1.62M	Buy	21,404 +460	+2%	+$32.5K	0.75%	37
2023 Q3	$1.39M	Buy	20,944 +2,672	+15%	+$185K	0.72%	37
2023 Q2	$1.26M	Buy	18,272 +1,040	+6%	+$66.1K	0.64%	40
2023 Q1	$1.05M	Buy	17,232 +1,000	+6%	+$57.6K	0.61%	40
2022 Q4	$869K	Buy	16,232 +28	+0.2%	+$1.54K	0.53%	42
2022 Q3	$852K	Buy	16,204 +3,212	+25%	+$189K	0.59%	42
2022 Q2	$710K	Buy	12,992 +4	+0%	+$240	0.48%	48
2022 Q1	$904K	Sell	12,988 -152	-1%	-$10.4K	0.55%	43
2021 Q4	$909K	Buy	+13,140	New	+$974K	0.58%	40

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

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

Investment Advisory Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q1 2026, buying an estimated $1.36K and bringing the position to 21,604 shares worth $2.3M. The position accounts for 0.59% of the portfolio, ranked #44.

Investment Advisory Group first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.56M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Investment Advisory Group held 21,604 shares of iShares Russell 1000 Growth ETF worth $2.3M as of Q1 2026.
Investment Advisory Group bought 12 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.36K.
iShares Russell 1000 Growth ETF made up 0.59% of Investment Advisory Group's portfolio in Q1 2026, its #44 holding.
Investment Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's iShares Russell 1000 Growth ETF position peaked at $2.56M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.