Okabena Investment Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Okabena Investment Services’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	$5.15M	Buy	48,324 +440	+0.9%	+$49.9K	0.99%	24
2025 Q4	$5.67M	Hold	47,884	–	–	1.08%	24
2025 Q3	$5.61M	Buy	47,884 +1,080	+2%	+$120K	1.09%	22
2025 Q2	$4.97M	Hold	46,804	–	–	1.1%	21
2025 Q1	$4.23M	Hold	46,804	–	–	1.06%	22
2024 Q4	$4.7M	Hold	46,804	–	–	1.31%	19
2024 Q3	$4.39M	Hold	46,804	–	–	1.24%	21
2024 Q2	$4.27M	Hold	46,804	–	–	1.35%	21
2024 Q1	$3.94M	Hold	46,804	–	–	1.31%	21
2023 Q4	$3.55M	Buy	+46,804	New	+$3.31M	1.38%	20
2023 Q1	–	Sell	-7,300	Closed	-$391K	–	224
2022 Q4	$391K	Sell	7,300 -39,504	-84%	-$2.17M	0.26%	73
2022 Q3	$2.46M	Hold	46,804	–	–	1.19%	22
2022 Q2	$2.56M	Buy	46,804 +7,300	+18%	+$438K	1.32%	19
2022 Q1	$2.74M	Hold	39,504	–	–	1.16%	19
2021 Q4	$3.02M	Buy	+39,504	New	+$2.93M	1.15%	17

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

Okabena Investment Services's IWF Position: Q1 2026 in Review

Okabena Investment Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.92% in Q1 2026, buying an estimated $49.9K and bringing the position to 48,324 shares worth $5.15M. The position accounts for 0.99% of the portfolio, ranked #24.

Okabena Investment Services first reported a position in IWF in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.67M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Okabena Investment Services held 48,324 shares of iShares Russell 1000 Growth ETF worth $5.15M as of Q1 2026.
Okabena Investment Services bought 440 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $49.9K.
iShares Russell 1000 Growth ETF made up 0.99% of Okabena Investment Services's portfolio in Q1 2026, its #24 holding.
Okabena Investment Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 15 quarters since.
Okabena Investment Services's iShares Russell 1000 Growth ETF position peaked at $5.67M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.