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O'Rourke & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

O'Rourke & Company’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 		$337K Sell
3,160
-2,568
-45% -$291K 0.13% 127
2025
Q4 		$678K Sell
5,728
-528
-8% -$62.5K 0.26% 86
2025
Q3 		$733K Sell
6,256
-488
-7% -$54.3K 0.31% 78
2025
Q2 		$716K Sell
6,744
-56
-0.8% -$5.36K 0.33% 71
2025
Q1 		$614K Sell
6,800
-92
-1% -$9.08K 0.3% 73
2024
Q4 		$692K Sell
6,892
-56
-0.8% -$5.51K 0.34% 66
2024
Q3 		$652K Sell
6,948
-48
-0.7% -$4.35K 0.33% 66
2024
Q2 		$637K Sell
6,996
-132
-2% -$11.3K 0.36% 61
2024
Q1 		$601K Sell
7,128
-16
-0.2% -$1.29K 0.35% 62
2023
Q4 		$541K Buy
7,144
+2,532
+55% +$179K 0.35% 61
2023
Q3 		$307K Sell
4,612
-132
-3% -$9.12K 0.22% 93
2023
Q2 		$326K Buy
4,744
+4
+0.1% +$254 0.23% 96
2023
Q1 		$290K Buy
4,740
+4
+0.1% +$230 0.22% 101
2022
Q4 		$254K Buy
+4,736
New +$261K 0.2% 111

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

O'Rourke & Company's IWF Position: Q1 2026 in Review

O'Rourke & Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 45% in Q1 2026, selling an estimated $291K and leaving 3,160 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #127.

O'Rourke & Company first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $733K in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • O'Rourke & Company held 3,160 shares of iShares Russell 1000 Growth ETF worth $337K as of Q1 2026.
  • O'Rourke & Company sold 2,568 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $291K.
  • iShares Russell 1000 Growth ETF made up 0.13% of O'Rourke & Company's portfolio in Q1 2026, its #127 holding.
  • O'Rourke & Company first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • O'Rourke & Company's iShares Russell 1000 Growth ETF position peaked at $733K in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.