Journey Strategic Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Journey Strategic Wealth’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	$2.44M	Sell	22,880 -316	-1%	-$35.9K	0.06%	90
2025 Q4	$2.74M	Sell	23,196 -100	-0.4%	-$11.8K	0.07%	76
2025 Q3	$2.73M	Sell	23,296 -452	-2%	-$50.3K	0.08%	69
2025 Q2	$2.52M	Buy	23,748 +228	+1%	+$21.8K	0.08%	73
2025 Q1	$2.12M	Sell	23,520 -1,772	-7%	-$175K	0.07%	74
2024 Q4	$2.54M	Buy	25,292 +104	+0.4%	+$10.2K	0.09%	59
2024 Q3	$2.36M	Sell	25,188 -948	-4%	-$85.9K	0.09%	59
2024 Q2	$2.38M	Buy	26,136 +11,664	+81%	+$996K	0.1%	41
2024 Q1	$1.22M	Buy	+14,472	New	+$1.17M	0.05%	67
2022 Q3	–	Sell	-4,200	Closed	-$230K	–	189
2022 Q2	$230K	Buy	+4,200	New	+$252K	0.03%	93

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

Journey Strategic Wealth's IWF Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q1 2026, selling an estimated $35.9K and leaving 22,880 shares worth $2.44M. The position accounts for 0.06% of the portfolio, ranked #90.

Journey Strategic Wealth first reported a position in IWF in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.74M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Journey Strategic Wealth held 22,880 shares of iShares Russell 1000 Growth ETF worth $2.44M as of Q1 2026.
Journey Strategic Wealth sold 316 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $35.9K.
iShares Russell 1000 Growth ETF made up 0.06% of Journey Strategic Wealth's portfolio in Q1 2026, its #90 holding.
Journey Strategic Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 10 quarters since.
Journey Strategic Wealth's iShares Russell 1000 Growth ETF position peaked at $2.74M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.