Osaic Holdings
IWF icon

Osaic Holdings’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Osaic Holdings’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 		$347M Buy
3,254,672
+225,964
+7% +$25.6M 0.51% 26
2025
Q4 		$358M Sell
3,028,708
-48,736
-2% -$5.77M 0.52% 24
2025
Q3 		$351M Buy
3,077,444
+172,284
+6% +$19.2M 0.49% 24
2025
Q2 		$308M Buy
2,905,160
+383,556
+15% +$36.7M 0.55% 21
2025
Q1 		$228M Buy
2,521,604
+125,688
+5% +$12.4M 0.51% 23
2024
Q4 		$241M Sell
2,395,916
-44,016
-2% -$4.33M 0.54% 24
2024
Q3 		$229M Sell
2,439,932
-438,952
-15% -$39.8M 0.52% 26
2024
Q2 		$262M Buy
2,878,884
+101,588
+4% +$8.67M 0.62% 20
2024
Q1 		$234M Sell
2,777,296
-672,556
-19% -$54.2M 0.52% 23
2023
Q4 		$262M Sell
3,449,852
-1,271,744
-27% -$89.9M 0.46% 32
2023
Q3 		$314M Buy
4,721,596
+978,928
+26% +$67.6M 0.46% 36
2023
Q2 		$257M Sell
3,742,668
-4,816
-0.1% -$306K 0.46% 35
2023
Q1 		$229M Sell
3,747,484
-10,456
-0.3% -$602K 0.43% 33
2022
Q4 		$201M Buy
3,757,940
+668,724
+22% +$36.8M 0.41% 34
2022
Q3 		$163M Buy
3,089,216
+62,064
+2% +$3.65M 0.37% 45
2022
Q2 		$166M Sell
3,027,152
-579,988
-16% -$34.8M 0.37% 46
2022
Q1 		$236M Buy
3,607,140
+171,876
+5% +$11.7M 0.46% 31
2021
Q4 		$263M Buy
3,435,264
+150,224
+5% +$11.1M 0.5% 27
2021
Q3 		$225M Buy
3,285,040
+194,524
+6% +$13.8M 0.47% 31
2021
Q2 		$210M Buy
3,090,516
+41,436
+1% +$2.67M 0.46% 34
2021
Q1 		$185M Sell
3,049,080
-153,292
-5% -$9.33M 0.45% 34
2020
Q4 		$193M Buy
3,202,372
+67,556
+2% +$3.85M 0.52% 29
2020
Q3 		$169M Sell
3,134,816
-8,052
-0.3% -$424K 0.51% 32
2020
Q2 		$151M Sell
3,142,868
-2,576,396
-45% -$114M 0.51% 32
2020
Q1 		$122M Buy
+5,719,264
New +$246M 0.5% 32

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

Osaic Holdings's IWF Position: Q1 2026 in Review

Osaic Holdings increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.5% in Q1 2026, buying an estimated $25.6M and bringing the position to 3,254,672 shares worth $347M. The position accounts for 0.51% of the portfolio, ranked #26.

Osaic Holdings first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. The position peaked at $358M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Osaic Holdings held 3,254,672 shares of iShares Russell 1000 Growth ETF worth $347M as of Q1 2026.
  • Osaic Holdings bought 225,964 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $25.6M.
  • iShares Russell 1000 Growth ETF made up 0.51% of Osaic Holdings's portfolio in Q1 2026, its #26 holding.
  • Osaic Holdings first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Russell 1000 Growth ETF position peaked at $358M in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.