Monograph Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Monograph Wealth Advisors’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	$3.56M	Sell	33,388 -496	-1%	-$56.3K	0.34%	32
2025 Q4	$4.01M	Sell	33,884 -428	-1%	-$50.7K	0.39%	32
2025 Q3	$4.02M	Sell	34,312 -8,076	-19%	-$899K	0.41%	31
2025 Q2	$4.5M	Buy	42,388 +8,032	+23%	+$768K	0.55%	25
2025 Q1	$3.1M	Hold	34,356	–	–	0.42%	29
2024 Q4	$3.45M	Sell	34,356 -496	-1%	-$48.8K	0.46%	30
2024 Q3	$3.27M	Hold	34,852	–	–	0.43%	26
2024 Q2	$3.18M	Hold	34,852	–	–	0.46%	27
2024 Q1	$2.94M	Hold	34,852	–	–	0.43%	27
2023 Q4	$2.64M	Hold	34,852	–	–	0.47%	24
2023 Q3	$2.32M	Hold	34,852	–	–	0.46%	27
2023 Q2	$2.4M	Hold	34,852	–	–	0.51%	20
2023 Q1	$2.13M	Hold	34,852	–	–	0.5%	20
2022 Q4	$1.87M	Hold	34,852	–	–	0.49%	19
2022 Q3	$1.83M	Hold	34,852	–	–	0.6%	17
2022 Q2	$1.91M	Hold	34,852	–	–	0.55%	16
2022 Q1	$2.42M	Hold	34,852	–	–	0.61%	18
2021 Q4	$2.66M	Buy	+34,852	New	+$2.58M	0.67%	18

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

Monograph Wealth Advisors's IWF Position: Q1 2026 in Review

Monograph Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q1 2026, selling an estimated $56.3K and leaving 33,388 shares worth $3.56M. The position accounts for 0.34% of the portfolio, ranked #32.

Monograph Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.5M in Q2 2025. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Monograph Wealth Advisors held 33,388 shares of iShares Russell 1000 Growth ETF worth $3.56M as of Q1 2026.
Monograph Wealth Advisors sold 496 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $56.3K.
iShares Russell 1000 Growth ETF made up 0.34% of Monograph Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Monograph Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $4.5M in Q2 2025.
2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.