Leigh Baldwin & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Leigh Baldwin & Co’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	$5.41M	Sell	50,712 -4,976	-9%	-$565K	3.5%	4
2025 Q4	$6.59M	Sell	55,688 -8,008	-13%	-$949K	4.33%	2
2025 Q3	$7.46M	Buy	63,696 +5,004	+9%	+$557K	4.2%	2
2025 Q2	$6.23M	Buy	58,692 +14,396	+32%	+$1.38M	4.1%	2
2025 Q1	$4M	Buy	44,296 +11,628	+36%	+$1.15M	3.22%	3
2024 Q4	$3.28M	Buy	+32,668	New	+$3.21M	2.77%	5

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

Leigh Baldwin & Co's IWF Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.9% in Q1 2026, selling an estimated $565K and leaving 50,712 shares worth $5.41M. The position accounts for 3.5% of the portfolio, ranked #4.

Leigh Baldwin & Co first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.46M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Leigh Baldwin & Co held 50,712 shares of iShares Russell 1000 Growth ETF worth $5.41M as of Q1 2026.
Leigh Baldwin & Co sold 4,976 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $565K.
iShares Russell 1000 Growth ETF made up 3.5% of Leigh Baldwin & Co's portfolio in Q1 2026, its #4 holding.
Leigh Baldwin & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Leigh Baldwin & Co's iShares Russell 1000 Growth ETF position peaked at $7.46M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.