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

Jacobsen 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	$477K	Sell	4,476 -1,820	-29%	-$207K	0.16%	61
2025 Q4	$745K	Hold	6,296	–	–	0.24%	40
2025 Q3	$737K	Sell	6,296 -1,280	-17%	-$143K	0.25%	38
2025 Q2	$804K	Buy	7,576 +32	+0.4%	+$3.06K	0.3%	35
2025 Q1	$681K	Hold	7,544	–	–	0.3%	37
2024 Q4	$757K	Hold	7,544	–	–	0.32%	33
2024 Q3	$708K	Buy	7,544 +32	+0.4%	+$2.9K	0.3%	33
2024 Q2	$684K	Buy	7,512 +76	+1%	+$6.49K	0.31%	35
2024 Q1	$626K	Buy	7,436 +12	+0.2%	+$967	0.29%	34
2023 Q4	$563K	Buy	7,424 +24	+0.3%	+$1.7K	0.28%	34
2023 Q3	$492K	Buy	7,400 +64	+0.9%	+$4.42K	0.27%	40
2023 Q2	$505K	Buy	7,336 +1,968	+37%	+$125K	0.26%	39
2023 Q1	$328K	Buy	5,368 +8	+0.1%	+$461	0.18%	54
2022 Q4	$287K	Buy	+5,360	New	+$295K	0.15%	50

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

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

Jacobsen Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 29% in Q1 2026, selling an estimated $207K and leaving 4,476 shares worth $477K. The position accounts for 0.16% of the portfolio, ranked #61.

Jacobsen Capital Management first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $804K in Q2 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Jacobsen Capital Management held 4,476 shares of iShares Russell 1000 Growth ETF worth $477K as of Q1 2026.
Jacobsen Capital Management sold 1,820 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $207K.
iShares Russell 1000 Growth ETF made up 0.16% of Jacobsen Capital Management's portfolio in Q1 2026, its #61 holding.
Jacobsen Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Jacobsen Capital Management's iShares Russell 1000 Growth ETF position peaked at $804K in Q2 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.