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

Opes 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 		$7.05M Sell
66,180
-80
-0.1% -$9.08K 1.16% 28
2025
Q4 		$7.84M Sell
66,260
-884
-1% -$105K 1.28% 27
2025
Q3 		$7.86M Sell
67,144
-9,920
-13% -$1.1M 1.36% 27
2025
Q2 		$8.18M Buy
77,064
+9,800
+15% +$937K 1.45% 25
2025
Q1 		$6.07M Sell
67,264
-464
-0.7% -$45.8K 1.23% 26
2024
Q4 		$6.8M Buy
67,728
+820
+1% +$80.7K 1.39% 22
2024
Q3 		$6.28M Buy
66,908
+4
+0% +$363 1.21% 25
2024
Q2 		$6.1M Buy
66,904
+204
+0.3% +$17.4K 1.27% 24
2024
Q1 		$5.62M Buy
66,700
+4
+0% +$322 1.3% 26
2023
Q4 		$5.06M Sell
66,696
-10,864
-14% -$768K 1.21% 26
2023
Q3 		$5.16M Buy
77,560
+9,368
+14% +$647K 1.43% 25
2023
Q2 		$4.69M Sell
68,192
-976
-1% -$62.1K 1.33% 26
2023
Q1 		$4.23M Sell
69,168
-576
-0.8% -$33.2K 1.36% 26
2022
Q4 		$3.74M Sell
69,744
-2,832
-4% -$156K 1.36% 25
2022
Q3 		$3.82M Sell
72,576
-440
-0.6% -$25.9K 1.53% 23
2022
Q2 		$3.99M Sell
73,016
-10,640
-13% -$639K 1.6% 21
2022
Q1 		$5.81M Sell
83,656
-1,404
-2% -$95.8K 1.89% 17
2021
Q4 		$6.5M Sell
85,060
-2,660
-3% -$197K 2.02% 16
2021
Q3 		$6.01M Sell
87,720
-800
-0.9% -$56.6K 2.13% 15
2021
Q2 		$6.01M Sell
88,520
-31,272
-26% -$2.02M 2.22% 14
2021
Q1 		$7.28M Buy
119,792
+29,268
+32% +$1.78M 2.84% 11
2020
Q4 		$5.46M Sell
90,524
-50,632
-36% -$2.88M 2.63% 14
2020
Q3 		$7.65M Sell
141,156
-7,116
-5% -$375K 3.66% 7
2020
Q2 		$7.12M Buy
148,272
+32,312
+28% +$1.42M 3.63% 10
2020
Q1 		$4.37M Sell
115,960
-12,828
-10% -$553K 3.29% 13
2019
Q4 		$5.66M Sell
128,788
-1,948
-1% -$81.3K 3.47% 9
2019
Q3 		$5.22M Sell
130,736
-1,700
-1% -$68.2K 3.44% 9
2019
Q2 		$5.21M Buy
132,436
+9,028
+7% +$349K 3.56% 10
2019
Q1 		$4.67M Buy
+123,408
New +$4.43M 3.41% 10

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Opes Wealth Management's IWF Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.12% in Q1 2026, selling an estimated $9.08K and leaving 66,180 shares worth $7.05M. The position accounts for 1.16% of the portfolio, ranked #28.

Opes Wealth Management first reported a position in IWF in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.18M in Q2 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Opes Wealth Management held 66,180 shares of iShares Russell 1000 Growth ETF worth $7.05M as of Q1 2026.
  • Opes Wealth Management sold 80 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $9.08K.
  • iShares Russell 1000 Growth ETF made up 1.16% of Opes Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Opes Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Opes Wealth Management's iShares Russell 1000 Growth ETF position peaked at $8.18M in Q2 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.