Jim Saulnier & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jim Saulnier & Associates’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	$511K	Sell	4,800 -244	-5%	-$27.7K	0.25%	80
2025 Q4	$597K	Sell	5,044 -2,740	-35%	-$325K	0.31%	72
2025 Q3	$911K	Buy	7,784 +4,904	+170%	+$546K	0.51%	50
2025 Q2	$306K	Buy	2,880 +4	+0.1%	+$382	0.21%	86
2025 Q1	$260K	Hold	2,876	–	–	0.2%	89
2024 Q4	$289K	Hold	2,876	–	–	0.25%	73
2024 Q3	$270K	Buy	+2,876	New	+$261K	0.26%	64

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

Jim Saulnier & Associates's IWF Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.8% in Q1 2026, selling an estimated $27.7K and leaving 4,800 shares worth $511K. The position accounts for 0.25% of the portfolio, ranked #80.

Jim Saulnier & Associates first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $911K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Jim Saulnier & Associates held 4,800 shares of iShares Russell 1000 Growth ETF worth $511K as of Q1 2026.
Jim Saulnier & Associates sold 244 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $27.7K.
iShares Russell 1000 Growth ETF made up 0.25% of Jim Saulnier & Associates's portfolio in Q1 2026, its #80 holding.
Jim Saulnier & Associates first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's iShares Russell 1000 Growth ETF position peaked at $911K in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.