Oakwell Private Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oakwell Private Wealth 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	$202K	Hold	1,896	–	–	0.04%	77
2025 Q4	$224K	Hold	1,896	–	–	0.04%	75
2025 Q3	$222K	Hold	1,896	–	–	0.04%	74
2025 Q2	$201K	Buy	+1,896	New	+$181K	0.05%	72

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

Oakwell Private Wealth Management's IWF Position: Q1 2026 in Review

Oakwell Private Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,896 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #77.

Oakwell Private Wealth Management first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. The position peaked at $224K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Oakwell Private Wealth Management held 1,896 shares of iShares Russell 1000 Growth ETF worth $202K as of Q1 2026.
Oakwell Private Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #77 holding.
Oakwell Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
Oakwell Private Wealth Management's iShares Russell 1000 Growth ETF position peaked at $224K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.