Oxler Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oxler Private Wealth’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	$787K	Buy	7,384 +4	+0.1%	+$454	0.25%	46
2025 Q4	$873K	Buy	7,380 +4	+0.1%	+$474	0.25%	46
2025 Q3	$864K	Buy	7,376 +8	+0.1%	+$891	0.25%	45
2025 Q2	$782K	Buy	7,368 +4	+0.1%	+$382	0.25%	47
2025 Q1	$665K	Buy	7,364 +4	+0.1%	+$395	0.23%	53
2024 Q4	$739K	Buy	7,360 +8	+0.1%	+$787	0.24%	50
2024 Q3	$690K	Buy	7,352 +8	+0.1%	+$725	0.24%	54
2024 Q2	$669K	Buy	7,344 +4	+0.1%	+$342	0.25%	55
2024 Q1	$618K	Buy	7,340 +8	+0.1%	+$645	0.24%	56
2023 Q4	$556K	Buy	7,332 +24	+0.3%	+$1.7K	0.46%	39
2023 Q3	$486K	Hold	7,308	–	–	0.24%	70
2023 Q2	$503K	Buy	7,308 +8	+0.1%	+$509	0.24%	70
2023 Q1	$446K	Buy	7,300 +12	+0.2%	+$691	0.22%	72
2022 Q4	$390K	Buy	7,288 +16	+0.2%	+$880	0.21%	77
2022 Q3	$1.68M	Buy	7,272 +12	+0.2%	+$706	0.94%	29
2022 Q2	$397K	Buy	7,260 +12	+0.2%	+$720	0.19%	84
2022 Q1	$503K	Buy	7,248 +12	+0.2%	+$819	0.23%	82
2021 Q4	$552K	Buy	7,236 +8	+0.1%	+$593	0.23%	88
2021 Q3	$495K	Hold	7,228	–	–	0.22%	93
2021 Q2	$490K	Hold	7,228	–	–	0.21%	97
2021 Q1	$439K	Hold	7,228	–	–	0.22%	89
2020 Q4	$435K	Buy	+7,228	New	+$411K	0.25%	73

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oxler Private Wealth's IWF Position: Q1 2026 in Review

Oxler Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q1 2026, buying an estimated $454 and bringing the position to 7,384 shares worth $787K. The position accounts for 0.25% of the portfolio, ranked #46.

Oxler Private Wealth first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.68M in Q3 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Oxler Private Wealth held 7,384 shares of iShares Russell 1000 Growth ETF worth $787K as of Q1 2026.
Oxler Private Wealth bought 4 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $454.
iShares Russell 1000 Growth ETF made up 0.25% of Oxler Private Wealth's portfolio in Q1 2026, its #46 holding.
Oxler Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Oxler Private Wealth's iShares Russell 1000 Growth ETF position peaked at $1.68M in Q3 2022.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.