Pinnacle Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pinnacle Associates’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	$7.19M	Buy	67,492 +3,916	+6%	+$444K	0.09%	202
2025 Q4	$7.52M	Sell	63,576 -192	-0.3%	-$22.7K	0.1%	202
2025 Q3	$7.47M	Sell	63,768 -1,060	-2%	-$118K	0.1%	200
2025 Q2	$6.88M	Sell	64,828 -4,224	-6%	-$404K	0.1%	199
2025 Q1	$6.23M	Buy	69,052 +2,008	+3%	+$198K	0.09%	212
2024 Q4	$6.73M	Sell	67,044 -376	-0.6%	-$37K	0.09%	202
2024 Q3	$5.11M	Sell	67,420 -824	-1%	-$74.7K	0.09%	233
2024 Q2	$6.22M	Hold	68,244	–	–	0.1%	217
2024 Q1	$5.75M	Buy	68,244 +824	+1%	+$66.4K	0.09%	229
2023 Q4	$5.11M	Sell	67,420 -2,044	-3%	-$145K	0.09%	236
2023 Q3	$4.62M	Sell	69,464 -3,004	-4%	-$207K	0.09%	233
2023 Q2	$4.99M	Buy	72,468 +912	+1%	+$58K	0.09%	233
2023 Q1	$4.37M	Buy	71,556 +2,252	+3%	+$130K	0.09%	218
2022 Q4	$3.71M	Buy	69,304 +620	+0.9%	+$34.1K	0.08%	228
2022 Q3	$3.61M	Sell	68,684 -616	-0.9%	-$36.2K	0.08%	226
2022 Q2	$3.79M	Buy	69,300 +4	+0%	+$240	0.08%	230
2022 Q1	$4.81M	Sell	69,296 -3,196	-4%	-$218K	0.09%	224
2021 Q4	$5.54M	Sell	72,492 -3,136	-4%	-$232K	0.1%	214
2021 Q3	$5.18M	Hold	75,628	–	–	0.1%	215
2021 Q2	$5.13M	Buy	75,628 +944	+1%	+$60.9K	0.09%	215
2021 Q1	$4.54M	Sell	74,684 -724	-1%	-$44.1K	0.09%	226
2020 Q4	$4.55M	Buy	75,408 +3,280	+5%	+$187K	0.09%	206
2020 Q3	$3.91M	Sell	72,128 -3,860	-5%	-$203K	0.09%	206
2020 Q2	$3.65M	Buy	75,988 +5,020	+7%	+$221K	0.09%	207
2020 Q1	$2.67M	Buy	70,968 +11,144	+19%	+$480K	0.08%	227
2019 Q4	$2.63M	Buy	59,824 +4,676	+8%	+$195K	0.06%	268
2019 Q3	$2.2M	Hold	55,148	–	–	0.05%	292
2019 Q2	$2.17M	Sell	55,148 -76	-0.1%	-$2.94K	0.05%	291
2019 Q1	$2.09M	Sell	55,224 -620	-1%	-$22.3K	0.05%	291
2018 Q4	$1.83M	Sell	55,844 -7,824	-12%	-$276K	0.05%	301
2018 Q3	$2.48M	Sell	63,668 -1,412	-2%	-$53.5K	0.05%	282
2018 Q2	$2.34M	Sell	65,080 -2,400	-4%	-$84.7K	0.05%	288
2018 Q1	$2.3M	Buy	67,480 +468	+0.7%	+$16.4K	0.05%	282
2017 Q4	$2.26M	Buy	67,012 +1,304	+2%	+$42.7K	0.04%	287
2017 Q3	$2.05M	Sell	65,708 -692	-1%	-$21.2K	0.04%	302
2017 Q2	$1.98M	Sell	66,400 -3,512	-5%	-$103K	0.04%	304
2017 Q1	$1.99M	Buy	69,912 +3,296	+5%	+$91.4K	0.04%	315
2016 Q4	$1.75M	Sell	66,616 -56	-0.1%	-$1.45K	0.04%	320
2016 Q3	$1.74M	Buy	66,672 +1,544	+2%	+$40.1K	0.03%	319
2016 Q2	$1.63M	Buy	65,128 +92	+0.1%	+$2.3K	0.04%	317
2016 Q1	$1.62M	Sell	65,036 -1,516	-2%	-$35.8K	0.03%	303
2015 Q4	$1.66M	Buy	66,552 +1,808	+3%	+$45.1K	0.03%	295
2015 Q3	$1.5M	Sell	64,744 -3,292	-5%	-$81K	0.03%	303
2015 Q2	$1.68M	Buy	68,036 +760	+1%	+$19.1K	0.03%	305
2015 Q1	$1.66M	Buy	67,276 +408	+0.6%	+$9.97K	0.03%	299
2014 Q4	$1.6M	Buy	66,868 +84	+0.1%	+$1.97K	0.03%	302
2014 Q3	$1.53M	Sell	66,784 -3,764	-5%	-$86.2K	0.03%	310
2014 Q2	$1.6M	Buy	70,548 +1,840	+3%	+$40.4K	0.03%	309
2014 Q1	$1.49M	Buy	68,708 +3,228	+5%	+$69.3K	0.03%	305
2013 Q4	$1.41M	Buy	65,480 +352	+0.5%	+$7.22K	0.03%	323
2013 Q3	$1.27M	Sell	65,128 -432	-0.7%	-$8.27K	0.03%	322
2013 Q2	$1.19M	Buy	+65,560	New	+$1.2M	0.03%	321

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

Pinnacle Associates's IWF Position: Q1 2026 in Review

Pinnacle Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.2% in Q1 2026, buying an estimated $444K and bringing the position to 67,492 shares worth $7.19M. The position accounts for 0.09% of the portfolio, ranked #202.

Pinnacle Associates first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.52M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Pinnacle Associates held 67,492 shares of iShares Russell 1000 Growth ETF worth $7.19M as of Q1 2026.
Pinnacle Associates bought 3,916 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $444K.
iShares Russell 1000 Growth ETF made up 0.09% of Pinnacle Associates's portfolio in Q1 2026, its #202 holding.
Pinnacle Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Pinnacle Associates's iShares Russell 1000 Growth ETF position peaked at $7.52M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.