Phillips Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Phillips Financial 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	$450K	Sell	4,220 -264	-6%	-$30K	0.03%	145
2025 Q4	$531K	Hold	4,484	–	–	0.03%	142
2025 Q3	$525K	Buy	4,484 +988	+28%	+$110K	0.03%	145
2025 Q2	$371K	Hold	3,496	–	–	0.03%	152
2025 Q1	$316K	Hold	3,496	–	–	0.02%	155
2024 Q4	$351K	Hold	3,496	–	–	0.03%	143
2024 Q3	$328K	Hold	3,496	–	–	0.03%	152
2024 Q2	$319K	Hold	3,496	–	–	0.03%	151
2024 Q1	$295K	Sell	3,496 -272	-7%	-$21.9K	0.02%	153
2023 Q4	$286K	Sell	3,768 -16	-0.4%	-$1.13K	0.02%	150
2023 Q3	$252K	Buy	3,784 +16	+0.4%	+$1.1K	0.02%	153
2023 Q2	$259K	Sell	3,768 -416	-10%	-$26.5K	0.02%	151
2023 Q1	$256K	Hold	4,184	–	–	0.02%	149
2022 Q4	$224K	Buy	4,184 +372	+10%	+$20.5K	0.02%	143
2022 Q3	$200K	Buy	+3,812	New	+$224K	0.02%	143
2022 Q2	–	Sell	-4,228	Closed	-$293K	–	126
2022 Q1	$293K	Buy	+4,228	New	+$289K	0.03%	126

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

Phillips Financial Management's IWF Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q1 2026, selling an estimated $30K and leaving 4,220 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #145.

Phillips Financial Management first reported a position in IWF in Q1 2022 and has held it in 16 quarters since. The position peaked at $531K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Phillips Financial Management held 4,220 shares of iShares Russell 1000 Growth ETF worth $450K as of Q1 2026.
Phillips Financial Management sold 264 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $30K.
iShares Russell 1000 Growth ETF made up 0.03% of Phillips Financial Management's portfolio in Q1 2026, its #145 holding.
Phillips Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 16 quarters since.
Phillips Financial Management's iShares Russell 1000 Growth ETF position peaked at $531K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.