Jackson Thornton Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jackson Thornton Wealth 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	$245K	Hold	2,200	–	–	0.02%	240
2025 Q4	$262K	Hold	2,200	–	–	0.02%	237
2025 Q3	$261K	Hold	2,200	–	–	0.03%	210
2025 Q2	$234K	Buy	+2,200	New	+$210K	0.03%	118
2025 Q1	–	Sell	-2,200	Closed	-$221K	–	107
2024 Q4	$221K	Hold	2,200	–	–	0.03%	77
2024 Q3	$206K	Hold	2,200	–	–	0.03%	63
2024 Q2	$200K	Buy	+2,200	New	+$188K	0.03%	57

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

Jackson Thornton Wealth Management's IWF Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,200 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #240.

Jackson Thornton Wealth Management first reported a position in IWF in Q2 2024 and has held it in 7 quarters since. The position peaked at $262K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Jackson Thornton Wealth Management held 2,200 shares of iShares Russell 1000 Growth ETF worth $245K as of Q1 2026.
Jackson Thornton Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #240 holding.
Jackson Thornton Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Jackson Thornton Wealth Management's iShares Russell 1000 Growth ETF position peaked at $262K in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.