JTC Employer Solutions Trustee’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JTC Employer Solutions Trustee’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	$860K	Hold	8,064	–	–	0.07%	65
2025 Q4	$954K	Hold	8,064	–	–	0.06%	69
2025 Q3	$945K	Hold	8,064	–	–	0.08%	62
2025 Q2	$856K	Hold	8,064	–	–	0.08%	61
2025 Q1	$727K	Hold	8,064	–	–	0.06%	67
2024 Q4	$817K	Hold	8,064	–	–	0.06%	64
2024 Q3	$757K	Hold	8,064	–	–	0.05%	67
2024 Q2	$735K	Hold	8,064	–	–	0.05%	64
2024 Q1	$681K	Hold	8,064	–	–	0.04%	70
2023 Q4	$613K	Hold	8,064	–	–	0.06%	73
2023 Q3	$536K	Hold	8,064	–	–	0.05%	75
2023 Q2	$555K	Sell	8,064 -3,164	-28%	-$201K	0.05%	73
2023 Q1	$686K	Hold	11,228	–	–	0.07%	67
2022 Q4	$602K	Hold	11,228	–	–	0.05%	76
2022 Q3	$590K	Hold	11,228	–	–	0.1%	60
2022 Q2	$615K	Hold	11,228	–	–	0.08%	54
2022 Q1	$779K	Hold	11,228	–	–	0.09%	53
2021 Q4	$858K	Hold	11,228	–	–	0.11%	51
2021 Q3	$769K	Hold	11,228	–	–	0.1%	55
2021 Q2	$762K	Buy	+11,228	New	+$724K	0.11%	42

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

JTC Employer Solutions Trustee's IWF Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 8,064 shares worth $860K. The position accounts for 0.07% of the portfolio, ranked #65.

JTC Employer Solutions Trustee first reported a position in IWF in Q2 2021 and has held it in 20 quarters since. The position peaked at $954K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

JTC Employer Solutions Trustee held 8,064 shares of iShares Russell 1000 Growth ETF worth $860K as of Q1 2026.
JTC Employer Solutions Trustee left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.07% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #65 holding.
JTC Employer Solutions Trustee first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's iShares Russell 1000 Growth ETF position peaked at $954K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.