Pallas Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pallas Capital 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	$952K	Sell	8,932 -5,720	-39%	-$649K	0.04%	337
2025 Q4	$1.73M	Buy	14,652 +588	+4%	+$69.6K	0.06%	242
2025 Q3	$1.65M	Hold	14,064	–	–	0.06%	234
2025 Q2	$1.49M	Sell	14,064 -28	-0.2%	-$2.68K	0.06%	244
2025 Q1	$1.27M	Hold	14,092	–	–	0.05%	258
2024 Q4	$1.41M	Hold	14,092	–	–	0.06%	181
2024 Q3	$1.34M	Hold	14,092	–	–	0.06%	182
2024 Q2	$1.28M	Hold	14,092	–	–	0.06%	185
2024 Q1	$1.19M	Hold	14,092	–	–	0.05%	195
2023 Q4	$1.07M	Hold	14,092	–	–	0.06%	204
2023 Q3	$920K	Buy	14,092 +9,712	+222%	+$671K	0.06%	180
2023 Q2	$310K	Buy	+4,380	New	+$279K	0.01%	226

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 $424B AUM 22.94% 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

Pallas Capital Advisors's IWF Position: Q1 2026 in Review

Pallas Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 39% in Q1 2026, selling an estimated $649K and leaving 8,932 shares worth $952K. The position accounts for 0.04% of the portfolio, ranked #337.

Pallas Capital Advisors first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Pallas Capital Advisors held 8,932 shares of iShares Russell 1000 Growth ETF worth $952K as of Q1 2026.
Pallas Capital Advisors sold 5,720 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $649K.
iShares Russell 1000 Growth ETF made up 0.04% of Pallas Capital Advisors's portfolio in Q1 2026, its #337 holding.
Pallas Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Pallas Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $1.73M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.