Objectivity Squared’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Objectivity Squared’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	$16.1M	Sell	150,752 -5,140	-3%	-$583K	10.13%	3
2025 Q4	$18.4M	Buy	155,892 +1,072	+0.7%	+$127K	10.32%	3
2025 Q3	$18.1M	Buy	154,820 +9,872	+7%	+$1.1M	10.82%	2
2025 Q2	$15.4M	Buy	144,948 +52,764	+57%	+$5.05M	10.58%	4
2025 Q1	$8.07M	Buy	92,184 +4,252	+5%	+$419K	6.76%	7
2024 Q4	$8.75M	Buy	87,932 +136	+0.2%	+$13.4K	6.08%	7
2024 Q3	$8.14M	Buy	87,796 +2,060	+2%	+$187K	5.66%	7
2024 Q2	$8.09M	Buy	85,736 +14,536	+20%	+$1.24M	6.18%	7
2024 Q1	$5.92M	Buy	71,200 +3,572	+5%	+$288K	5.2%	7
2023 Q4	$5.13M	Buy	+67,628	New	+$4.78M	5.1%	7

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

Objectivity Squared's IWF Position: Q1 2026 in Review

Objectivity Squared reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q1 2026, selling an estimated $583K and leaving 150,752 shares worth $16.1M. The position accounts for 10.13% of the portfolio, ranked #3.

Objectivity Squared first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.4M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Objectivity Squared held 150,752 shares of iShares Russell 1000 Growth ETF worth $16.1M as of Q1 2026.
Objectivity Squared sold 5,140 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $583K.
iShares Russell 1000 Growth ETF made up 10.13% of Objectivity Squared's portfolio in Q1 2026, its #3 holding.
Objectivity Squared first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Objectivity Squared's iShares Russell 1000 Growth ETF position peaked at $18.4M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Objectivity Squared's 13F filing for Q1 2026, filed 13 May 2026.