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Oxford Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oxford Financial Group’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 		$3.9M Hold
36,552
– – 0.21% 40
2025
Q4 		$4.33M Buy
36,552
+8
+0% +$948 0.24% 36
2025
Q3 		$4.28M Buy
36,544
+2,724
+8% +$303K 0.24% 38
2025
Q2 		$3.59M Sell
33,820
-260
-0.8% -$24.9K 0.21% 42
2025
Q1 		$3.08M Sell
34,080
-1,288
-4% -$127K 0.22% 43
2024
Q4 		$3.55M Hold
35,368
– – 0.23% 40
2024
Q3 		$3.32M Hold
35,368
– – 0.21% 41
2024
Q2 		$3.22M Hold
35,368
– – 0.21% 41
2024
Q1 		$2.98M Buy
35,368
+212
+0.6% +$17.1K 0.21% 41
2023
Q4 		$2.66M Buy
35,156
+1,160
+3% +$82K 0.2% 43
2023
Q3 		$2.26M Hold
33,996
– – 0.2% 45
2023
Q2 		$2.34M Hold
33,996
– – 0.22% 43
2023
Q1 		$2.08M Hold
33,996
– – 0.23% 42
2022
Q4 		$1.82M Sell
33,996
-5,176
-13% -$285K 0.21% 43
2022
Q3 		$2.06M Sell
39,172
-7,716
-16% -$454K 0.31% 33
2022
Q2 		$2.56M Sell
46,888
-364
-0.8% -$21.9K 0.38% 32
2022
Q1 		$3.28M Hold
47,252
– – 0.42% 27
2021
Q4 		$3.61M Buy
47,252
+8,616
+22% +$639K 0.41% 28
2021
Q3 		$2.65M Buy
38,636
+876
+2% +$62K 0.34% 32
2021
Q2 		$2.56M Hold
37,760
– – 0.34% 32
2021
Q1 		$2.29M Hold
37,760
– – 0.32% 32
2020
Q4 		$2.28M Hold
37,760
– – 0.33% 33
2020
Q3 		$2.05M Buy
37,760
+6,032
+19% +$318K 0.33% 33
2020
Q2 		$1.52M Sell
31,728
-328
-1% -$14.5K 0.26% 39
2020
Q1 		$1.21M Sell
32,056
-28
-0.1% -$1.21K 0.24% 43
2019
Q4 		$1.41M Buy
32,084
+984
+3% +$41.1K 0.39% 30
2019
Q3 		$1.24M Buy
31,100
+22,976
+283% +$921K 0.39% 29
2019
Q2 		$320K Hold
8,124
– – 0.1% 43
2019
Q1 		$307K Buy
+8,124
New +$292K 0.11% 43

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

Oxford Financial Group's IWF Position: Q1 2026 in Review

Oxford Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 36,552 shares worth $3.9M. The position accounts for 0.21% of the portfolio, ranked #40.

Oxford Financial Group first reported a position in IWF in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.33M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Oxford Financial Group held 36,552 shares of iShares Russell 1000 Growth ETF worth $3.9M as of Q1 2026.
  • Oxford Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.21% of Oxford Financial Group's portfolio in Q1 2026, its #40 holding.
  • Oxford Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Oxford Financial Group's iShares Russell 1000 Growth ETF position peaked at $4.33M in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.