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Paces Ferry Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Paces Ferry Wealth Advisors’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 		$4.55M Sell
42,700
-456
-1% -$51.8K 1.89% 13
2025
Q4 		$5.11M Sell
43,156
-180
-0.4% -$21.3K 2.07% 13
2025
Q3 		$5.07M Buy
43,336
+16
+0% +$1.78K 2.11% 13
2025
Q2 		$4.6M Buy
43,320
+16
+0% +$1.53K 2.11% 12
2025
Q1 		$3.91M Sell
43,304
-112
-0.3% -$11K 1.95% 13
2024
Q4 		$4.36M Buy
43,416
+272
+0.6% +$26.8K 2.12% 13
2024
Q3 		$4.05M Sell
43,144
-696
-2% -$63.1K 2.33% 10
2024
Q2 		$3.99M Sell
43,840
-2,444
-5% -$209K 2.41% 10
2024
Q1 		$3.9M Buy
46,284
+40
+0.1% +$3.22K 2.5% 10
2023
Q4 		$3.5M Sell
46,244
-476
-1% -$33.7K 2.44% 11
2023
Q3 		$3.11M Sell
46,720
-1,044
-2% -$72.1K 2.46% 12
2023
Q2 		$3.29M Sell
47,764
-768
-2% -$48.8K 2.47% 11
2023
Q1 		$2.96M Sell
48,532
-1,152
-2% -$66.4K 2.39% 10
2022
Q4 		$2.66M Buy
49,684
+14,116
+40% +$776K 2.59% 7
2022
Q3 		$1.87M Sell
35,568
-976
-3% -$57.4K 2.04% 13
2022
Q2 		$2M Buy
36,544
+68
+0.2% +$4.08K 1.97% 14
2022
Q1 		$2.53M Buy
36,476
+24
+0.1% +$1.64K 2.01% 10
2021
Q4 		$2.79M Sell
36,452
-536
-1% -$39.7K 2% 13
2021
Q3 		$2.53M Sell
36,988
-104
-0.3% -$7.36K 2.02% 12
2021
Q2 		$2.52M Buy
37,092
+96
+0.3% +$6.19K 1.92% 12
2021
Q1 		$2.25M Sell
36,996
-1,088
-3% -$66.2K 1.95% 12
2020
Q4 		$2.3M Hold
38,084
– – 2.1% 13
2020
Q3 		$2.06M Buy
+38,084
New +$2.01M 1.8% 11

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

Paces Ferry Wealth Advisors's IWF Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q1 2026, selling an estimated $51.8K and leaving 42,700 shares worth $4.55M. The position accounts for 1.89% of the portfolio, ranked #13.

Paces Ferry Wealth Advisors first reported a position in IWF in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.11M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Paces Ferry Wealth Advisors held 42,700 shares of iShares Russell 1000 Growth ETF worth $4.55M as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 456 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $51.8K.
  • iShares Russell 1000 Growth ETF made up 1.89% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Paces Ferry Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $5.11M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.