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Jacobi Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jacobi Capital 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 		$1.42M Sell
13,292
-2,788
-17% -$316K 0.08% 234
2025
Q4 		$1.9M Buy
16,080
+4
+0% +$474 0.11% 174
2025
Q3 		$1.88M Buy
16,076
+4
+0% +$445 0.11% 180
2025
Q2 		$1.71M Sell
16,072
-200
-1% -$19.1K 0.11% 181
2025
Q1 		$1.47M Sell
16,272
-1,500
-8% -$148K 0.11% 193
2024
Q4 		$1.78M Buy
17,772
+8
+0% +$787 0.13% 153
2024
Q3 		$1.67M Buy
17,764
+9,704
+120% +$880K 0.13% 160
2024
Q2 		$735K Buy
8,060
+104
+1% +$8.88K 0.06% 264
2024
Q1 		$670K Buy
7,956
+8
+0.1% +$645 0.06% 263
2023
Q4 		$602K Sell
7,948
-1,380
-15% -$97.6K 0.06% 268
2023
Q3 		$620K Hold
9,328
– – 0.07% 246
2023
Q2 		$642K Buy
9,328
+160
+2% +$10.2K 0.07% 239
2023
Q1 		$560K Buy
9,168
+400
+5% +$23K 0.07% 254
2022
Q4 		$470K Sell
8,768
-160
-2% -$8.8K 0.06% 274
2022
Q3 		$470K Buy
8,928
+1,160
+15% +$68.2K 0.06% 256
2022
Q2 		$425K Buy
7,768
+400
+5% +$24K 0.06% 278
2022
Q1 		$511K Sell
7,368
-80
-1% -$5.46K 0.06% 260
2021
Q4 		$569K Buy
7,448
+396
+6% +$29.4K 0.07% 245
2021
Q3 		$483K Buy
7,052
+32
+0.5% +$2.26K 0.06% 256
2021
Q2 		$476K Buy
7,020
+480
+7% +$30.9K 0.06% 242
2021
Q1 		$397K Hold
6,540
– – 0.06% 251
2020
Q4 		$394K Buy
6,540
+2,400
+58% +$137K 0.06% 240
2020
Q3 		$224K Sell
4,140
-20
-0.5% -$1.05K 0.04% 282
2020
Q2 		$200K Hold
4,160
– – 0.04% 285
2020
Q1 		$157K Buy
4,160
+44
+1% +$1.9K 0.03% 281
2019
Q4 		$181K Buy
4,116
+148
+4% +$6.18K 0.03% 299
2019
Q3 		$158K Hold
3,968
– – 0.03% 297
2019
Q2 		$156K Sell
3,968
-292
-7% -$11.3K 0.03% 298
2019
Q1 		$161K Sell
4,260
-924
-18% -$33.2K 0.04% 256
2018
Q4 		$170K Sell
5,184
-684
-12% -$24.1K 0.05% 239
2018
Q3 		$229K Buy
5,868
+200
+4% +$7.57K 0.06% 201
2018
Q2 		$204K Buy
5,668
+328
+6% +$11.6K 0.06% 208
2018
Q1 		$177K Buy
5,340
+4,300
+413% +$151K 0.05% 203
2017
Q4 		$36K Hold
1,040
– – 0.01% 431
2017
Q3 		$33K Hold
1,040
– – 0.01% 425
2017
Q2 		$31K Hold
1,040
– – 0.01% 381
2017
Q1 		$29K Sell
1,040
-1,920
-65% -$53.3K 0.01% 307
2016
Q4 		$93K Buy
2,960
+2,720
+1,133% +$70.6K 0.06% 144
2016
Q3 		$6K Buy
+240
New +$6.24K ﹤0.01% 534

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

Jacobi Capital Management's IWF Position: Q1 2026 in Review

Jacobi Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q1 2026, selling an estimated $316K and leaving 13,292 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #234.

Jacobi Capital Management first reported a position in IWF in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.9M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Jacobi Capital Management held 13,292 shares of iShares Russell 1000 Growth ETF worth $1.42M as of Q1 2026.
  • Jacobi Capital Management sold 2,788 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $316K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Jacobi Capital Management's portfolio in Q1 2026, its #234 holding.
  • Jacobi Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 39 quarters since.
  • Jacobi Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.9M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.