J. Safra Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

J. Safra Asset Management’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	$138M	Sell	1,290,396 -244,856	-16%	-$27.8M	7.41%	3
2025 Q4	$182M	Buy	1,535,252 +67,432	+5%	+$7.99M	9.53%	3
2025 Q3	$172M	Buy	1,467,820 +41,524	+3%	+$4.62M	10.44%	3
2025 Q2	$151M	Buy	1,426,296 +65,832	+5%	+$6.29M	10.54%	3
2025 Q1	$123M	Buy	1,360,464 +35,176	+3%	+$3.47M	9.99%	3
2024 Q4	$134M	Buy	1,325,288 +641,396	+94%	+$63.1M	10.92%	3
2024 Q3	$63.9M	Sell	683,892 -70,628	-9%	-$6.4M	6.07%	7
2024 Q2	$68.8M	Buy	754,520 +25,600	+4%	+$2.19M	6.94%	4
2024 Q1	$61.4M	Buy	728,920 +459,516	+171%	+$37M	6.95%	5
2023 Q4	$20.4M	Sell	269,404 -31,780	-11%	-$2.25M	2.87%	10
2023 Q3	$20M	Buy	301,184 +3,540	+1%	+$244K	2.92%	11
2023 Q2	$20.5M	Sell	297,644 -6,380	-2%	-$406K	2.84%	10
2023 Q1	$18.6M	Buy	+304,024	New	+$17.5M	2.94%	9
2022 Q4	–	Sell	-54,716	Closed	-$65K	–	101
2022 Q3	$65K	Sell	54,716 -219,316	-80%	-$12.9M	1.08%	10
2022 Q2	$534K	Buy	274,032 +242,716	+775%	+$14.6M	9.12%	4
2022 Q1	$28K	Buy	31,316 +22,000	+236%	+$1.5M	0.52%	11
2021 Q4	$8K	Sell	9,316 -11,984	-56%	-$888K	0.16%	19
2021 Q3	$1.46M	Buy	21,300 +14,452	+211%	+$1.02M	0.35%	9
2021 Q2	$410K	Sell	6,848 -1,840	-21%	-$119K	0.2%	16
2021 Q1	$528K	Buy	8,688 +4,140	+91%	+$252K	0.25%	15
2020 Q4	$274K	Buy	+4,548	New	+$259K	0.14%	16
2016 Q4	$130K	Sell	4,976 -40,176	-89%	-$1.04M	0.25%	20
2016 Q3	$1.18M	Buy	+45,152	New	+$1.17M	2.06%	10

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

J. Safra Asset Management's IWF Position: Q1 2026 in Review

J. Safra Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q1 2026, selling an estimated $27.8M and leaving 1,290,396 shares worth $138M. The position accounts for 7.41% of the portfolio, ranked #3.

J. Safra Asset Management first reported a position in IWF in Q3 2016 and has held it in 23 quarters since. The position peaked at $182M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

J. Safra Asset Management held 1,290,396 shares of iShares Russell 1000 Growth ETF worth $138M as of Q1 2026.
J. Safra Asset Management sold 244,856 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $27.8M.
iShares Russell 1000 Growth ETF made up 7.41% of J. Safra Asset Management's portfolio in Q1 2026, its #3 holding.
J. Safra Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 23 quarters since.
J. Safra Asset Management's iShares Russell 1000 Growth ETF position peaked at $182M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.