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O'Shaughnessy Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

O'Shaughnessy Asset 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 		$18.8M Buy
176,236
+28,880
+20% +$3.28M 0.09% 233
2025
Q4 		$17.4M Sell
147,356
-6,048
-4% -$716K 0.1% 231
2025
Q3 		$18M Buy
153,404
+3,752
+3% +$418K 0.11% 218
2025
Q2 		$15.9M Buy
149,652
+2,860
+2% +$273K 0.11% 216
2025
Q1 		$13.3M Buy
146,792
+23,112
+19% +$2.28M 0.11% 222
2024
Q4 		$12.4M Buy
123,680
+3,256
+3% +$320K 0.11% 199
2024
Q3 		$11.5M Buy
120,424
+7,840
+7% +$711K 0.1% 219
2024
Q2 		$10.3M Sell
112,584
-4,408
-4% -$376K 0.11% 211
2024
Q1 		$9.86M Buy
116,992
+25,636
+28% +$2.07M 0.11% 211
2023
Q4 		$6.92M Buy
91,356
+1,000
+1% +$70.7K 0.09% 251
2023
Q3 		$6.01M Buy
90,356
+31,232
+53% +$2.16M 0.09% 247
2023
Q2 		$4.07M Sell
59,124
-11,868
-17% -$755K 0.06% 312
2023
Q1 		$4.34M Buy
70,992
+424
+0.6% +$24.4K 0.07% 310
2022
Q4 		$3.78M Buy
70,568
+1,868
+3% +$103K 0.06% 311
2022
Q3 		$3.61M Sell
68,700
-18,212
-21% -$1.07M 0.07% 281
2022
Q2 		$4.75M Sell
86,912
-17,732
-17% -$1.06M 0.09% 233
2022
Q1 		$7.26M Buy
104,644
+16,556
+19% +$1.13M 0.12% 198
2021
Q4 		$6.73M Buy
88,088
+17,792
+25% +$1.32M 0.12% 191
2021
Q3 		$4.82M Sell
70,296
-232
-0.3% -$16.4K 0.1% 187
2021
Q2 		$4.79M Buy
70,528
+25,180
+56% +$1.62M 0.1% 190
2021
Q1 		$2.75M Buy
45,348
+1,008
+2% +$61.4K 0.06% 226
2020
Q4 		$2.67M Buy
44,340
+40,476
+1,048% +$2.3M 0.07% 172
2020
Q3 		$210K Buy
3,864
+2,452
+174% +$129K 0.01% 680
2020
Q2 		$68K Buy
1,412
+864
+158% +$38.1K ﹤0.01% 943
2020
Q1 		$21K Buy
+548
New +$23.6K ﹤0.01% 927

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'Shaughnessy Asset Management's IWF Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 20% in Q1 2026, buying an estimated $3.28M and bringing the position to 176,236 shares worth $18.8M. The position accounts for 0.09% of the portfolio, ranked #233.

O'Shaughnessy Asset Management first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • O'Shaughnessy Asset Management held 176,236 shares of iShares Russell 1000 Growth ETF worth $18.8M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 28,880 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.28M.
  • iShares Russell 1000 Growth ETF made up 0.09% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #233 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.