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Personal CFO Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Personal CFO Solutions’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 		– Sell
-73,316
Closed -$8.68M – 544
2025
Q4 		$8.68M Buy
+73,316
New +$8.68M 1.38% 12
2025
Q3 		– Sell
-70,000
Closed -$7.43M – 510
2025
Q2 		$7.43M Buy
70,000
+55,784
+392% +$5.33M 1.37% 10
2025
Q1 		$1.28M Buy
+14,216
New +$1.4M 0.26% 77
2024
Q4 		– Sell
-9,064
Closed -$851K – 544
2024
Q3 		$851K Sell
9,064
-7,264
-44% -$659K 0.12% 179
2024
Q2 		$1.49M Buy
16,328
+7,112
+77% +$607K 0.23% 82
2024
Q1 		$777K Sell
9,216
-2,124
-19% -$171K 0.12% 169
2023
Q4 		$860K Buy
11,340
+1,884
+20% +$133K 0.15% 145
2023
Q3 		$629K Buy
9,456
+2,704
+40% +$187K 0.12% 157
2023
Q2 		$464K Buy
6,752
+8
+0.1% +$509 0.09% 218
2023
Q1 		$412K Sell
6,744
-4,444
-40% -$256K 0.09% 231
2022
Q4 		$599K Buy
11,188
+3,924
+54% +$216K 0.13% 162
2022
Q3 		$382K Sell
7,264
-13,236
-65% -$778K 0.1% 203
2022
Q2 		$1.12M Buy
20,500
+8,272
+68% +$497K 0.26% 65
2022
Q1 		$849K Sell
12,228
-320
-3% -$21.8K 0.17% 119
2021
Q4 		$959K Buy
12,548
+3,448
+38% +$256K 0.18% 116
2021
Q3 		$623K Buy
9,100
+8
+0.1% +$566 0.13% 156
2021
Q2 		$617K Buy
9,092
+1,128
+14% +$72.7K 0.13% 158
2021
Q1 		$484K Sell
7,964
-284
-3% -$17.3K 0.1% 182
2020
Q4 		$497K Buy
8,248
+288
+4% +$16.4K 0.12% 162
2020
Q3 		$0 Hold
7,960
– – ﹤0.01% 240
2020
Q2 		$382K Sell
7,960
-6,556
-45% -$289K 0.11% 171
2020
Q1 		$547K Sell
14,516
-8,304
-36% -$358K 0.2% 109
2019
Q4 		$1M Buy
22,820
+4,236
+23% +$177K 0.29% 73
2019
Q3 		$742K Buy
+18,584
New +$745K 0.3% 83

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

Personal CFO Solutions's IWF Position: Q1 2026 in Review

Personal CFO Solutions sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 73,316 shares — an estimated $8.68M sold.

Personal CFO Solutions first reported a position in IWF in Q3 2019 and held it in 24 quarters. The position peaked at $8.68M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Personal CFO Solutions reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 73,316 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $8.68M.
  • Personal CFO Solutions first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and held it in 24 quarters.
  • Personal CFO Solutions's iShares Russell 1000 Growth ETF position peaked at $8.68M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.