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

PACK 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	$531K	Hold	4,984	–	–	0.24%	26
2025 Q4	$590K	Sell	4,984 -840	-14%	-$99.5K	0.27%	27
2025 Q3	$682K	Hold	5,824	–	–	0.32%	23
2025 Q2	$618K	Hold	5,824	–	–	0.33%	18
2025 Q1	$526K	Hold	5,824	–	–	0.31%	22
2024 Q4	$585K	Hold	5,824	–	–	0.34%	20
2024 Q3	$547K	Hold	5,824	–	–	0.31%	20
2024 Q2	$531K	Hold	5,824	–	–	0.33%	20
2024 Q1	$491K	Hold	5,824	–	–	0.31%	21
2023 Q4	$441K	Sell	5,824 -1,328	-19%	-$93.9K	0.3%	22
2023 Q3	$480K	Hold	7,152	–	–	0.36%	18
2023 Q2	$492K	Hold	7,152	–	–	0.37%	20
2023 Q1	$437K	Hold	7,152	–	–	0.35%	19
2022 Q4	$383K	Hold	7,152	–	–	0.33%	20
2022 Q3	$376K	Hold	7,152	–	–	0.35%	21
2022 Q2	$391K	Hold	7,152	–	–	0.36%	21
2022 Q1	$496K	Hold	7,152	–	–	0.41%	19
2021 Q4	$546K	Buy	+7,152	New	+$530K	0.43%	19

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

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

PACK Private Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,984 shares worth $531K. The position accounts for 0.24% of the portfolio, ranked #26.

PACK Private Wealth first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $682K in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

PACK Private Wealth held 4,984 shares of iShares Russell 1000 Growth ETF worth $531K as of Q1 2026.
PACK Private Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.24% of PACK Private Wealth's portfolio in Q1 2026, its #26 holding.
PACK Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's iShares Russell 1000 Growth ETF position peaked at $682K in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.