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Joel Adams & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Joel Adams & 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 		$628K Buy
5,892
+8
+0.1% +$908 0.47% 28
2025
Q4 		$696K Sell
5,884
-716
-11% -$84.8K 0.52% 29
2025
Q3 		$773K Buy
6,600
+124
+2% +$13.8K 0.62% 28
2025
Q2 		$688K Buy
6,476
+3,336
+106% +$319K 0.61% 26
2025
Q1 		$283K Buy
+3,140
New +$310K 0.26% 50

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

Joel Adams & Associates's IWF Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.14% in Q1 2026, buying an estimated $908 and bringing the position to 5,892 shares worth $628K. The position accounts for 0.47% of the portfolio, ranked #28.

Joel Adams & Associates first reported a position in IWF in Q1 2025 and has held it in 5 quarters since. The position peaked at $773K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Joel Adams & Associates held 5,892 shares of iShares Russell 1000 Growth ETF worth $628K as of Q1 2026.
  • Joel Adams & Associates bought 8 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $908.
  • iShares Russell 1000 Growth ETF made up 0.47% of Joel Adams & Associates's portfolio in Q1 2026, its #28 holding.
  • Joel Adams & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Joel Adams & Associates's iShares Russell 1000 Growth ETF position peaked at $773K in Q3 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.