Paladin Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-103,648	Closed	-$5.55M	–	378
2022 Q4	$5.55M	Sell	103,648 -7,008	-6%	-$385K	4.75%	1
2022 Q3	$5.82M	Buy	110,656 +1,016	+0.9%	+$59.7K	5.31%	1
2022 Q2	$5.99M	Buy	+109,640	New	+$6.58M	5.16%	1
2022 Q1	–	Sell	-103,940	Closed	-$7.94M	–	392
2021 Q4	$7.94M	Buy	+103,940	New	+$7.71M	6.45%	1

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

Paladin Advisory Group's IWF Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q1 2026, selling an estimated $291K and leaving 83,228 shares worth $8.87M. The position accounts for 6.75% of the portfolio, ranked #1.

Paladin Advisory Group first reported a position in IWF in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.5M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Paladin Advisory Group held 83,228 shares of iShares Russell 1000 Growth ETF worth $8.87M as of Q1 2026.
Paladin Advisory Group sold 2,560 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $291K.
iShares Russell 1000 Growth ETF made up 6.75% of Paladin Advisory Group's portfolio in Q1 2026, its #1 holding.
Paladin Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Russell 1000 Growth ETF position peaked at $10.5M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.