Johnson Financial Group LLC (Colorado)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$651K	Hold	6,108	–	–	0.04%	73
2025 Q4	$723K	Buy	+6,108	New	+$724K	0.04%	60
2025 Q2	–	Sell	-4,052	Closed	-$366K	–	92
2025 Q1	$366K	Buy	+4,052	New	+$400K	0.04%	56
2021 Q4	–	Sell	-12,900	Closed	-$883K	–	76
2021 Q3	$883K	Sell	12,900 -1,984	-13%	-$140K	0.17%	20
2021 Q2	$1.01M	Buy	+14,884	New	+$960K	0.2%	21

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

Johnson Financial Group LLC (Colorado)'s IWF Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 6,108 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #73.

Johnson Financial Group LLC (Colorado) first reported a position in IWF in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.01M in Q2 2021. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 6,108 shares of iShares Russell 1000 Growth ETF worth $651K as of Q1 2026.
Johnson Financial Group LLC (Colorado) left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #73 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 5 quarters since.
Johnson Financial Group LLC (Colorado)'s iShares Russell 1000 Growth ETF position peaked at $1.01M in Q2 2021.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.