Pinion Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pinion Investment Advisors’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	$587K	Sell	5,508 -656	-11%	-$74.5K	0.14%	99
2025 Q4	$729K	Sell	6,164 -288	-4%	-$34.1K	0.18%	87
2025 Q3	$770K	Hold	6,452	–	–	0.21%	86
2025 Q2	$685K	Hold	6,452	–	–	0.24%	79
2025 Q1	$582K	Sell	6,452 -48	-0.7%	-$4.74K	0.13%	88
2024 Q4	$653K	Sell	6,500 -760	-10%	-$74.8K	0.26%	69
2024 Q3	$681K	Buy	7,260 +544	+8%	+$49.3K	0.29%	67
2024 Q2	$612K	Hold	6,716	–	–	0.3%	63
2024 Q1	$566K	Buy	6,716 +4,044	+151%	+$326K	0.29%	65
2023 Q4	$203K	Buy	+2,672	New	+$189K	0.12%	146

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

Pinion Investment Advisors's IWF Position: Q1 2026 in Review

Pinion Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2026, selling an estimated $74.5K and leaving 5,508 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #99.

Pinion Investment Advisors first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $770K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Pinion Investment Advisors held 5,508 shares of iShares Russell 1000 Growth ETF worth $587K as of Q1 2026.
Pinion Investment Advisors sold 656 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $74.5K.
iShares Russell 1000 Growth ETF made up 0.14% of Pinion Investment Advisors's portfolio in Q1 2026, its #99 holding.
Pinion Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Pinion Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $770K in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.