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

Opal 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	$343K	Sell	3,216 -8,312	-72%	-$943K	0.08%	133
2025 Q4	$1.36M	Buy	11,528 +9,500	+468%	+$1.13M	0.36%	34
2025 Q3	$237K	Buy	2,028 +1,016	+100%	+$113K	0.07%	168
2025 Q2	$107K	Buy	1,012 +392	+63%	+$37.5K	0.03%	263
2025 Q1	$56K	Sell	620 -1,916	-76%	-$189K	0.02%	347
2024 Q4	$255K	Buy	+2,536	New	+$249K	0.08%	149
2024 Q3	–	Sell	-1,704	Closed	-$155K	–	686
2024 Q2	$155K	Sell	1,704 -772	-31%	-$65.9K	0.05%	211
2024 Q1	$209K	Sell	2,476 -3,360	-58%	-$271K	0.07%	166
2023 Q4	$442K	Buy	5,836 +1,484	+34%	+$105K	0.17%	88
2023 Q3	$289K	Buy	+4,352	New	+$301K	0.17%	103
2023 Q1	–	Sell	-7,292	Closed	-$391K	–	128
2022 Q4	$391K	Buy	+7,292	New	+$401K	0.22%	66

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

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

Opal Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 72% in Q1 2026, selling an estimated $943K and leaving 3,216 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #133.

Opal Wealth Advisors first reported a position in IWF in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Opal Wealth Advisors held 3,216 shares of iShares Russell 1000 Growth ETF worth $343K as of Q1 2026.
Opal Wealth Advisors sold 8,312 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $943K.
iShares Russell 1000 Growth ETF made up 0.08% of Opal Wealth Advisors's portfolio in Q1 2026, its #133 holding.
Opal Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 11 quarters since.
Opal Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.36M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.