PSF
IWF icon

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

Pacific Sun Financial’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 		$505K Buy
4,740
+624
+15% +$70.8K 0.24% 126
2025
Q4 		$487K Buy
4,116
+36
+0.9% +$4.26K 0.23% 118
2025
Q3 		$478K Hold
4,080
– – 0.23% 122
2025
Q2 		$433K Buy
4,080
+20
+0.5% +$1.91K 0.23% 126
2025
Q1 		$367K Buy
4,060
+248
+7% +$24.5K 0.21% 134
2024
Q4 		$383K Hold
3,812
– – 0.21% 130
2024
Q3 		$358K Buy
3,812
+216
+6% +$19.6K 0.2% 134
2024
Q2 		$328K Buy
3,596
+160
+5% +$13.7K 0.19% 135
2024
Q1 		$290K Hold
3,436
– – 0.17% 149
2023
Q4 		$260K Hold
3,436
– – 0.16% 144
2023
Q3 		$228K Hold
3,436
– – 0.16% 151
2023
Q2 		$210K Buy
+3,436
New +$219K 0.14% 167
2022
Q4 		– Sell
-3,876
Closed -$204K – 177
2022
Q3 		$204K Hold
3,876
– – 0.14% 167
2022
Q2 		$212K Hold
3,876
– – 0.14% 170
2022
Q1 		$269K Sell
3,876
-256
-6% -$17.5K 0.15% 155
2021
Q4 		$316K Sell
4,132
-400
-9% -$29.7K 0.17% 143
2021
Q3 		$310K Buy
+4,532
New +$321K 0.18% 132
2020
Q3 		$246K Hold
4,532
– – 0.21% 130
2020
Q2 		$217K Buy
+4,532
New +$200K 0.2% 133

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 Sun Financial's IWF Position: Q1 2026 in Review

Pacific Sun Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q1 2026, buying an estimated $70.8K and bringing the position to 4,740 shares worth $505K. The position accounts for 0.24% of the portfolio, ranked #126.

Pacific Sun Financial first reported a position in IWF in Q2 2020 and has held it in 19 quarters since. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Pacific Sun Financial held 4,740 shares of iShares Russell 1000 Growth ETF worth $505K as of Q1 2026.
  • Pacific Sun Financial bought 624 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $70.8K.
  • iShares Russell 1000 Growth ETF made up 0.24% of Pacific Sun Financial's portfolio in Q1 2026, its #126 holding.
  • Pacific Sun Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 19 quarters since.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.