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

PAX 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 		$3.45M Sell
32,400
-4,096
-11% -$465K 0.59% 47
2025
Q4 		$4.32M Sell
36,496
-2,036
-5% -$241K 0.74% 37
2025
Q3 		$4.51M Sell
38,532
-1,356
-3% -$151K 0.81% 36
2025
Q2 		$4.23M Sell
39,888
-1,836
-4% -$176K 0.81% 36
2025
Q1 		$3.77M Sell
41,724
-5,776
-12% -$570K 0.67% 44
2024
Q4 		$4.77M Sell
47,500
-2,988
-6% -$294K 0.85% 33
2024
Q3 		$4.74M Sell
50,488
-4,056
-7% -$368K 0.85% 33
2024
Q2 		$4.97M Sell
54,544
-5,040
-8% -$430K 0.97% 25
2024
Q1 		$5.02M Sell
59,584
-3,620
-6% -$292K 1.01% 27
2023
Q4 		$5.15M Sell
63,204
-12,900
-17% -$912K 1.06% 25
2023
Q3 		$5.06M Buy
76,104
+7,948
+12% +$549K 1.15% 21
2023
Q2 		$4.69M Sell
68,156
-6,216
-8% -$395K 1.06% 25
2023
Q1 		$4.54M Sell
74,372
-1,364
-2% -$78.6K 1.09% 27
2022
Q4 		$4.06M Buy
75,736
+1,224
+2% +$67.3K 1.03% 25
2022
Q3 		$3.92M Buy
74,512
+3,328
+5% +$196K 1% 25
2022
Q2 		$3.89M Buy
71,184
+49,808
+233% +$2.99M 0.98% 24
2022
Q1 		$1.48M Sell
21,376
-1,360
-6% -$92.8K 0.34% 48
2021
Q4 		$1.74M Sell
22,736
-8,356
-27% -$619K 0.39% 47
2021
Q3 		$2.13M Sell
31,092
-1,540
-5% -$109K 0.52% 36
2021
Q2 		$2.21M Sell
32,632
-3,264
-9% -$210K 0.56% 31
2021
Q1 		$2.18M Sell
35,896
-1,120
-3% -$68.2K 0.61% 30
2020
Q4 		$2.23M Buy
37,016
+5,448
+17% +$310K 0.7% 28
2020
Q3 		$1.71M Sell
31,568
-2,204
-7% -$116K 0.6% 30
2020
Q2 		$1.62M Sell
33,772
-4,432
-12% -$195K 0.62% 30
2020
Q1 		$1.61M Sell
38,204
-19,200
-33% -$827K 0.69% 26
2019
Q4 		$2.74M Buy
+57,404
New +$2.4M 1.17% 23

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

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

PAX Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2026, selling an estimated $465K and leaving 32,400 shares worth $3.45M. The position accounts for 0.59% of the portfolio, ranked #47.

PAX Financial Group first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.15M in Q4 2023. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • PAX Financial Group held 32,400 shares of iShares Russell 1000 Growth ETF worth $3.45M as of Q1 2026.
  • PAX Financial Group sold 4,096 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $465K.
  • iShares Russell 1000 Growth ETF made up 0.59% of PAX Financial Group's portfolio in Q1 2026, its #47 holding.
  • PAX Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's iShares Russell 1000 Growth ETF position peaked at $5.15M in Q4 2023.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.