OneAscent Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

OneAscent Financial 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	$203K	Sell	1,900 -1,016	-35%	-$115K	0.01%	568
2025 Q4	$345K	Buy	2,916 +400	+16%	+$47.4K	0.03%	316
2025 Q3	$295K	Sell	2,516 -376	-13%	-$41.9K	0.04%	316
2025 Q2	$306K	Buy	+2,892	New	+$277K	0.02%	405
2022 Q4	–	Sell	-6,880	Closed	-$362K	–	217
2022 Q3	$362K	Buy	6,880 +156	+2%	+$9.17K	0.14%	100
2022 Q2	$368K	Buy	+6,724	New	+$404K	0.17%	117
2020 Q4	–	Sell	-6,540	Closed	-$355K	–	154
2020 Q3	$355K	Hold	6,540	–	–	0.19%	114
2020 Q2	$314K	Buy	6,540 +40	+0.6%	+$1.76K	0.21%	109
2020 Q1	$245K	Sell	6,500 -208	-3%	-$8.96K	0.18%	115
2019 Q4	$295K	Buy	+6,708	New	+$280K	0.16%	112
2019 Q3	–	Sell	-7,224	Closed	-$284K	–	101
2019 Q2	$284K	Buy	+7,224	New	+$280K	0.19%	123

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

OneAscent Financial Services's IWF Position: Q1 2026 in Review

OneAscent Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 35% in Q1 2026, selling an estimated $115K and leaving 1,900 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #568.

OneAscent Financial Services first reported a position in IWF in Q2 2019 and has held it in 11 quarters since. The position peaked at $368K in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

OneAscent Financial Services held 1,900 shares of iShares Russell 1000 Growth ETF worth $203K as of Q1 2026.
OneAscent Financial Services sold 1,016 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $115K.
iShares Russell 1000 Growth ETF made up 0.01% of OneAscent Financial Services's portfolio in Q1 2026, its #568 holding.
OneAscent Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 11 quarters since.
OneAscent Financial Services's iShares Russell 1000 Growth ETF position peaked at $368K in Q2 2022.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.