Per Stirling Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Per Stirling Capital Management’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	$1.12M	Sell	10,468 -348	-3%	-$39.5K	0.12%	129
2025 Q4	$1.28M	Buy	10,816 +256	+2%	+$30.3K	0.14%	111
2025 Q3	$1.24M	Sell	10,560 -528	-5%	-$58.8K	0.15%	104
2025 Q2	$1.18M	Sell	11,088 -88	-0.8%	-$8.41K	0.15%	102
2025 Q1	$1.01M	Sell	11,176 -396	-3%	-$39.1K	0.15%	109
2024 Q4	$1.16M	Sell	11,572 -532	-4%	-$52.3K	0.16%	96
2024 Q3	$1.14M	Sell	12,104 -1,228	-9%	-$111K	0.16%	105
2024 Q2	$1.21M	Sell	13,332 -1,240	-9%	-$106K	0.2%	87
2024 Q1	$1.23M	Sell	14,572 -1,812	-11%	-$146K	0.2%	75
2023 Q4	$1.24M	Sell	16,384 -408	-2%	-$28.9K	0.23%	71
2023 Q3	$1.12M	Sell	16,792 -292	-2%	-$20.2K	0.23%	70
2023 Q2	$1.18M	Sell	17,084 -133,312	-89%	-$8.48M	0.24%	70
2023 Q1	$9.19M	Sell	150,396 -35,388	-19%	-$2.04M	1.98%	11
2022 Q4	$9.95M	Buy	+185,784	New	+$10.2M	1.81%	13

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

Per Stirling Capital Management's IWF Position: Q1 2026 in Review

Per Stirling Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q1 2026, selling an estimated $39.5K and leaving 10,468 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #129.

Per Stirling Capital Management first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.95M in Q4 2022. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Per Stirling Capital Management held 10,468 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q1 2026.
Per Stirling Capital Management sold 348 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $39.5K.
iShares Russell 1000 Growth ETF made up 0.12% of Per Stirling Capital Management's portfolio in Q1 2026, its #129 holding.
Per Stirling Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's iShares Russell 1000 Growth ETF position peaked at $9.95M in Q4 2022.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.