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

Pacific 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 		$1.01M Sell
9,508
-348
-4% -$39.5K 0.55% 42
2025
Q4 		$1.17M Sell
9,856
-2,836
-22% -$336K 0.65% 36
2025
Q3 		$1.49M Buy
12,692
+4
+0% +$445 1.1% 20
2025
Q2 		$1.35M Hold
12,688
– – 1.05% 22
2025
Q1 		$1.15M Buy
12,688
+4
+0% +$395 0.92% 22
2024
Q4 		$1.27M Buy
12,684
+4
+0% +$393 0.94% 23
2024
Q3 		$1.19M Sell
12,680
-748
-6% -$67.8K 0.87% 26
2024
Q2 		$1.22M Buy
13,428
+4
+0% +$342 0.87% 26
2024
Q1 		$1.13M Buy
13,424
+4
+0% +$322 0.78% 27
2023
Q4 		$1.02M Buy
13,420
+12
+0.1% +$849 0.76% 31
2023
Q3 		$892K Sell
13,408
-128
-0.9% -$8.84K 0.58% 35
2023
Q2 		$931K Buy
13,536
+4
+0% +$254 0.61% 30
2023
Q1 		$826K Sell
13,532
-168
-1% -$9.68K 0.62% 28
2022
Q4 		$734K Buy
13,700
+20
+0.1% +$1.1K 0.55% 32
2022
Q3 		$720K Sell
13,680
-3,984
-23% -$234K 0.65% 28
2022
Q2 		$966K Buy
17,664
+4
+0% +$240 0.72% 27
2022
Q1 		$1.23M Hold
17,660
– – 0.8% 27
2021
Q4 		$1.3M Sell
17,660
-68
-0.4% -$5.04K 0.85% 29
2021
Q3 		$1.21M Sell
17,728
-1,104
-6% -$78.1K 0.87% 30
2021
Q2 		$1.28M Sell
18,832
-2,772
-13% -$179K 0.88% 33
2021
Q1 		$1.31M Sell
21,604
-260
-1% -$15.8K 1.06% 24
2020
Q4 		$1.32M Sell
21,864
-296
-1% -$16.8K 1.16% 25
2020
Q3 		$1.2M Sell
22,160
-492
-2% -$25.9K 0.94% 31
2020
Q2 		$853K Hold
22,652
– – 0.89% 32
2020
Q1 		$853K Sell
22,652
-2,728
-11% -$118K 0.88% 32
2019
Q4 		$1.12M Sell
25,380
-1,188
-4% -$49.6K 0.11% 59
2019
Q3 		$1.04M Sell
26,568
-444
-2% -$17.8K 0.11% 51
2019
Q2 		$1.02M Hold
27,012
– – 0.12% 48
2019
Q1 		$1.02M Buy
27,012
+1,868
+7% +$67.1K 0.12% 48
2018
Q4 		$823K Buy
+25,144
New +$886K 0.13% 43
2016
Q2 		$1.17M Buy
+46,420
New +$1.16M 2.08% 12
2015
Q4 		$1.02M Buy
41,144
+1,508
+4% +$37.6K 1.9% 13
2015
Q3 		$922K Buy
39,636
+13,184
+50% +$324K 1.21% 21
2015
Q2 		$655K Sell
26,452
-380
-1% -$9.56K 0.74% 31
2015
Q1 		$664K Buy
26,832
+260
+1% +$6.35K 0.86% 33
2014
Q4 		$635K Buy
26,572
+432
+2% +$10.1K 0.19% 28
2014
Q3 		$599K Buy
26,140
+72
+0.3% +$1.65K 0.61% 22
2014
Q2 		$593K Sell
26,068
-380
-1% -$8.34K 0.94% 24
2014
Q1 		$572K Buy
26,448
+252
+1% +$5.41K 0.24% 26
2013
Q4 		$563K Buy
26,196
+44
+0.2% +$903 1.08% 23
2013
Q3 		$511K Sell
26,152
-1,020
-4% -$19.5K 0.36% 28
2013
Q2 		$494K Buy
+27,172
New +$498K 1.08% 22

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

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

Pacific Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.5% in Q1 2026, selling an estimated $39.5K and leaving 9,508 shares worth $1.01M. The position accounts for 0.55% of the portfolio, ranked #42.

Pacific Financial Group first reported a position in IWF in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.49M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Pacific Financial Group held 9,508 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q1 2026.
  • Pacific Financial Group sold 348 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $39.5K.
  • iShares Russell 1000 Growth ETF made up 0.55% of Pacific Financial Group's portfolio in Q1 2026, its #42 holding.
  • Pacific Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • Pacific Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.49M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.