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

Jackson 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 		$8.22M Buy
77,140
+4,096
+6% +$465K 0.85% 32
2025
Q4 		$8.64M Sell
73,044
-13,712
-16% -$1.62M 0.84% 32
2025
Q3 		$10.2M Buy
86,756
+6,992
+9% +$779K 1.02% 29
2025
Q2 		$8.47M Buy
+79,764
New +$7.63M 0.92% 28
2021
Q1 		– Sell
-34,088
Closed -$2.06M – 127
2020
Q4 		$2.06M Buy
34,088
+768
+2% +$43.7K 0.28% 80
2020
Q3 		$1.81M Buy
+33,320
New +$1.76M 0.27% 76
2020
Q1 		– Sell
-75,152
Closed -$3.44M – 127
2019
Q4 		$3.44M Buy
75,152
+2,472
+3% +$103K 0.57% 50
2019
Q3 		$2.89M Sell
72,680
-22,648
-24% -$908K 0.61% 48
2019
Q2 		$3.84M Buy
95,328
+13,324
+16% +$516K 0.84% 31
2019
Q1 		$3.1M Sell
82,004
-6,612
-7% -$238K 0.76% 37
2018
Q4 		$2.81M Sell
88,616
-16,448
-16% -$580K 0.84% 33
2018
Q3 		$4.1M Buy
105,064
+1,776
+2% +$67.3K 0.86% 28
2018
Q2 		$3.92M Sell
103,288
-20,492
-17% -$723K 0.91% 30
2018
Q1 		$4.21M Sell
123,780
-21,272
-15% -$746K 1.18% 25
2017
Q4 		$5.06M Sell
145,052
-162,776
-53% -$5.33M 1.28% 26
2017
Q3 		$9.77M Buy
307,828
+14,592
+5% +$447K 2.64% 9
2017
Q2 		$8.94M Buy
293,236
+24,424
+9% +$717K 2.83% 9
2017
Q1 		$7.62M Buy
268,812
+102,148
+61% +$2.83M 2.75% 10
2016
Q4 		$4.48M Buy
166,664
+9,680
+6% +$251K 1.75% 13
2016
Q3 		$4.03M Buy
156,984
+6,140
+4% +$160K 1.53% 14
2016
Q2 		$3.79M Sell
150,844
-118,764
-44% -$2.97M 1.41% 15
2016
Q1 		$6.71M Sell
269,608
-1,772
-0.7% -$41.9K 2.58% 6
2015
Q4 		$6.41M Buy
271,380
+996
+0.4% +$24.8K 2.53% 8
2015
Q3 		$6.29M Buy
270,384
+132,176
+96% +$3.25M 2.25% 7
2015
Q2 		$3.41M Buy
138,208
+5,804
+4% +$146K 1.15% 20
2015
Q1 		$3.27M Buy
132,404
+13,456
+11% +$329K 1.05% 27
2014
Q4 		$2.84M Buy
+118,948
New +$2.78M 0.93% 27

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jackson Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q1 2026, buying an estimated $465K and bringing the position to 77,140 shares worth $8.22M. The position accounts for 0.85% of the portfolio, ranked #32.

Jackson Wealth Management first reported a position in IWF in Q4 2014 and has held it in 27 quarters since. The position peaked at $10.2M in Q3 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Jackson Wealth Management held 77,140 shares of iShares Russell 1000 Growth ETF worth $8.22M as of Q1 2026.
  • Jackson Wealth Management bought 4,096 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $465K.
  • iShares Russell 1000 Growth ETF made up 0.85% of Jackson Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Jackson Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 27 quarters since.
  • Jackson Wealth Management's iShares Russell 1000 Growth ETF position peaked at $10.2M in Q3 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.