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PFG Private Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

PFG Private Wealth 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 		$241K Buy
2,264
+232
+11% +$26.3K 0.1% 70
2025
Q4 		$240K Sell
2,032
-6,960
-77% -$824K 0.11% 63
2025
Q3 		$1.05M Buy
+8,992
New +$1M 0.47% 50
2025
Q2 		– Sell
-1,740
Closed -$157K – 148
2025
Q1 		$157K Hold
1,740
– – 0.08% 69
2024
Q4 		$175K Sell
1,740
-364
-17% -$35.8K 0.1% 53
2024
Q3 		$197K Buy
2,104
+344
+20% +$31.2K 0.11% 56
2024
Q2 		$160K Hold
1,760
– – 0.1% 63
2024
Q1 		$148K Sell
1,760
-16
-0.9% -$1.29K 0.09% 67
2023
Q4 		$135K Sell
1,776
-736
-29% -$52K 0.09% 64
2023
Q3 		$167K Sell
2,512
-1,060
-30% -$73.2K 0.12% 42
2023
Q2 		$246K Sell
3,572
-76
-2% -$4.83K 0.15% 37
2023
Q1 		$223K Buy
3,648
+556
+18% +$32K 0.14% 43
2022
Q4 		$166K Buy
3,092
+200
+7% +$11K 0.1% 62
2022
Q3 		$152K Buy
2,892
+160
+6% +$9.41K 0.1% 62
2022
Q2 		$149K Buy
2,732
+1,048
+62% +$62.9K 0.08% 71
2022
Q1 		$117K Hold
1,684
– – 0.06% 84
2021
Q4 		$129K Hold
1,684
– – 0.07% 67
2021
Q3 		$115K Buy
+1,684
New +$119K 0.07% 62

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

PFG Private Wealth Management's IWF Position: Q1 2026 in Review

PFG Private Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2026, buying an estimated $26.3K and bringing the position to 2,264 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #70.

PFG Private Wealth Management first reported a position in IWF in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • PFG Private Wealth Management held 2,264 shares of iShares Russell 1000 Growth ETF worth $241K as of Q1 2026.
  • PFG Private Wealth Management bought 232 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $26.3K.
  • iShares Russell 1000 Growth ETF made up 0.1% of PFG Private Wealth Management's portfolio in Q1 2026, its #70 holding.
  • PFG Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • PFG Private Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.05M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.