Logan Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Logan Capital Management’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	–	Sell	-49,864	Closed	-$5.9M	–	395
2025 Q4	$5.9M	Buy	49,864 +47,952	+2,508%	+$5.68M	0.25%	104
2025 Q3	$224K	Sell	1,912 -4,928	-72%	-$549K	0.01%	266
2025 Q2	$726K	Sell	6,840 -32,136	-82%	-$3.07M	0.03%	220
2025 Q1	$3.52M	Sell	38,976 -20,144	-34%	-$1.99M	0.16%	135
2024 Q4	$5.94M	Buy	59,120 +16,116	+37%	+$1.59M	0.25%	97
2024 Q3	$4.04M	Sell	43,004 -1,256	-3%	-$114K	0.17%	131
2024 Q2	$4.03M	Buy	44,260 +32	+0.1%	+$2.73K	0.17%	127
2024 Q1	$3.73M	Sell	44,228 -17,640	-29%	-$1.42M	0.16%	138
2023 Q4	$4.69M	Buy	61,868 +43,384	+235%	+$3.07M	0.22%	118
2023 Q3	$1.23M	Sell	18,484 -904	-5%	-$62.4K	0.06%	197
2023 Q2	$1.33M	Sell	19,388 -4,256	-18%	-$271K	0.06%	192
2023 Q1	$1.44M	Sell	23,644 -121,500	-84%	-$7M	0.07%	200
2022 Q4	$7.77M	Buy	145,144 +116,548	+408%	+$6.41M	0.4%	78
2022 Q3	$1.5M	Buy	28,596 +2,220	+8%	+$131K	0.09%	181
2022 Q2	$1.44M	Sell	26,376 -11,100	-30%	-$666K	0.08%	186
2022 Q1	$2.6M	Buy	37,476 +2,000	+6%	+$137K	0.13%	148
2021 Q4	$2.71M	Buy	35,476 +12,388	+54%	+$918K	0.12%	147
2021 Q3	$1.58M	Buy	23,088 +472	+2%	+$33.4K	0.07%	186
2021 Q2	$1.54M	Buy	22,616 +3,784	+20%	+$244K	0.07%	188
2021 Q1	$1.14M	Buy	18,832 +1,988	+12%	+$121K	0.06%	200
2020 Q4	$1.01M	Buy	16,844 +1,084	+7%	+$61.7K	0.05%	222
2020 Q3	$855K	Buy	15,760 +224	+1%	+$11.8K	0.05%	278
2020 Q2	$746K	Sell	15,536 -5,228	-25%	-$230K	0.04%	218
2020 Q1	$782K	Sell	20,764 -53,820	-72%	-$2.32M	0.05%	228
2019 Q4	$3.28M	Buy	74,584 +57,940	+348%	+$2.42M	0.18%	126
2019 Q3	$664K	Sell	16,644 -3,340	-17%	-$134K	0.04%	241
2019 Q2	$786K	Buy	19,984 +5,412	+37%	+$209K	0.05%	222
2019 Q1	$551K	Sell	14,572 -201,036	-93%	-$7.22M	0.03%	244
2018 Q4	$7.06M	Buy	215,608 +209,696	+3,547%	+$7.39M	0.56%	54
2018 Q3	$231K	Hold	5,912	–	–	0.02%	276
2018 Q2	$213K	Sell	5,912 -14,436	-71%	-$510K	0.01%	275
2018 Q1	$692K	Sell	20,348 -115,400	-85%	-$4.05M	0.05%	206
2017 Q4	$4.57M	Buy	135,748 +121,188	+832%	+$3.97M	0.32%	85
2017 Q3	$455K	Hold	14,560	–	–	0.03%	223
2017 Q2	$433K	Hold	14,560	–	–	0.03%	225
2017 Q1	$414K	Sell	14,560 -84,196	-85%	-$2.34M	0.03%	228
2016 Q4	$2.59M	Buy	98,756 +30,388	+44%	+$789K	0.21%	95
2016 Q3	$1.78M	Sell	68,368 -14,992	-18%	-$390K	0.15%	110
2016 Q2	$2.09M	Buy	83,360 +2,200	+3%	+$54.9K	0.18%	100
2016 Q1	$2.02M	Sell	81,160 -196,108	-71%	-$4.63M	0.16%	108
2015 Q4	$6.9M	Buy	277,268 +264,128	+2,010%	+$6.59M	0.55%	54
2015 Q3	$306K	Buy	13,140 +2,240	+21%	+$55.1K	0.03%	253
2015 Q2	$270K	Hold	10,900	–	–	0.02%	278
2015 Q1	$270K	Sell	10,900 -91,652	-89%	-$2.24M	0.02%	254
2014 Q4	$2.45M	Buy	102,552 +91,652	+841%	+$2.14M	0.18%	104
2014 Q3	$250K	Hold	10,900	–	–	0.02%	250
2014 Q2	$248K	Buy	+10,900	New	+$239K	0.02%	251
2014 Q1	–	Sell	-50,232	Closed	-$1.08M	–	267
2013 Q4	$1.08M	Buy	+50,232	New	+$1.03M	0.08%	146

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

Logan Capital Management's IWF Position: Q1 2026 in Review

Logan Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 49,864 shares — an estimated $5.9M sold.

Logan Capital Management first reported a position in IWF in Q4 2013 and held it in 48 quarters. The position peaked at $7.77M in Q4 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Logan Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 49,864 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.9M.
Logan Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 48 quarters.
Logan Capital Management's iShares Russell 1000 Growth ETF position peaked at $7.77M in Q4 2022.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.