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

Ithaka 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	–	Sell	-5,716	Closed	-$676K	–	39
2025 Q4	$676K	Buy	+5,716	New	+$677K	0.12%	35
2024 Q1	–	Sell	-5,320	Closed	-$403K	–	37
2023 Q4	$403K	Buy	+5,320	New	+$376K	0.08%	33
2023 Q1	–	Sell	-166,752	Closed	-$8.93M	–	35
2022 Q4	$8.93M	Buy	166,752 +155,312	+1,358%	+$8.54M	1.02%	29
2022 Q3	$602K	Buy	+11,440	New	+$673K	0.13%	31
2022 Q1	–	Sell	-43,788	Closed	-$3.35M	–	42
2021 Q4	$3.35M	Buy	+43,788	New	+$3.25M	0.41%	30
2021 Q3	–	Sell	-5,496	Closed	-$373K	–	46
2021 Q2	$373K	Buy	+5,496	New	+$354K	0.05%	34
2021 Q1	–	Sell	-3,648	Closed	-$220K	–	40
2020 Q4	$220K	Buy	+3,648	New	+$208K	0.02%	36
2019 Q1	–	Sell	-72,952	Closed	-$2.39M	–	39
2018 Q4	$2.39M	Buy	+72,952	New	+$2.57M	0.44%	32
2018 Q1	–	Sell	-18,400	Closed	-$620K	–	41
2017 Q4	$620K	Buy	+18,400	New	+$603K	0.11%	33
2017 Q1	–	Sell	-62,700	Closed	-$1.64M	–	44
2016 Q4	$1.64M	Buy	+62,700	New	+$1.63M	0.32%	36
2016 Q1	–	Sell	-19,340	Closed	-$481K	–	41
2015 Q4	$481K	Buy	+19,340	New	+$483K	0.06%	36
2015 Q1	–	Sell	-63,672	Closed	-$1.52M	–	45
2014 Q4	$1.52M	Buy	+63,672	New	+$1.49M	0.24%	37

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

Ithaka Group's IWF Position: Q1 2026 in Review

Ithaka Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 5,716 shares — an estimated $676K sold.

Ithaka Group first reported a position in IWF in Q4 2014 and held it in 12 quarters. The position peaked at $8.93M in Q4 2022. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Ithaka Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Ithaka Group sold 5,716 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $676K.
Ithaka Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 12 quarters.
Ithaka Group's iShares Russell 1000 Growth ETF position peaked at $8.93M in Q4 2022.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Ithaka Group's 13F filing for Q1 2026, filed 12 May 2026.