Poehling Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Poehling Capital 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	$274K	Sell	2,568 -3,960	-61%	-$449K	0.06%	133
2025 Q4	$772K	Hold	6,528	–	–	0.16%	85
2025 Q3	$764K	Hold	6,528	–	–	0.16%	86
2025 Q2	$693K	Hold	6,528	–	–	0.16%	84
2025 Q1	$589K	Hold	6,528	–	–	0.15%	89
2024 Q4	$655K	Hold	6,528	–	–	0.16%	88
2024 Q3	$613K	Hold	6,528	–	–	0.16%	86
2024 Q2	$595K	Hold	6,528	–	–	0.16%	86
2024 Q1	$550K	Buy	6,528 +968	+17%	+$78K	0.15%	87
2023 Q4	$421K	Hold	5,560	–	–	0.13%	91
2023 Q3	$370K	Hold	5,560	–	–	0.13%	95
2023 Q2	$383K	Hold	5,560	–	–	0.13%	94
2023 Q1	$340K	Hold	5,560	–	–	0.11%	94
2022 Q4	$298K	Hold	5,560	–	–	0.11%	95
2022 Q3	$292K	Hold	5,560	–	–	0.12%	86
2022 Q2	$304K	Sell	5,560 -7,780	-58%	-$467K	0.11%	92
2022 Q1	$926K	Buy	13,340 +7,780	+140%	+$531K	0.29%	75
2021 Q4	$425K	Hold	5,560	–	–	0.14%	95
2021 Q3	$381K	Hold	5,560	–	–	0.13%	94
2021 Q2	$377K	Hold	5,560	–	–	0.12%	107
2021 Q1	$338K	Buy	+5,560	New	+$338K	0.12%	114

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

Poehling Capital Management's IWF Position: Q1 2026 in Review

Poehling Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 61% in Q1 2026, selling an estimated $449K and leaving 2,568 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #133.

Poehling Capital Management first reported a position in IWF in Q1 2021 and has held it in 21 quarters since. The position peaked at $926K in Q1 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Poehling Capital Management held 2,568 shares of iShares Russell 1000 Growth ETF worth $274K as of Q1 2026.
Poehling Capital Management sold 3,960 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $449K.
iShares Russell 1000 Growth ETF made up 0.06% of Poehling Capital Management's portfolio in Q1 2026, its #133 holding.
Poehling Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 21 quarters since.
Poehling Capital Management's iShares Russell 1000 Growth ETF position peaked at $926K in Q1 2022.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.