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Portfolio Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Portfolio Strategies’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 		$40.7M Sell
381,656
-3,856
-1% -$438K 5.02% 9
2025
Q4 		$45.6M Sell
385,512
-2,824
-0.7% -$335K 5.28% 8
2025
Q3 		$45.5M Sell
388,336
-5,368
-1% -$598K 5.29% 8
2025
Q2 		$41.8M Sell
393,704
-2,352
-0.6% -$225K 5.44% 8
2025
Q1 		$35.8M Buy
396,056
+21,504
+6% +$2.12M 5.54% 8
2024
Q4 		$37.6M Sell
374,552
-2,368
-0.6% -$233K 5.34% 8
2024
Q3 		$35.4M Sell
376,920
-6,808
-2% -$617K 4.78% 11
2024
Q2 		$34.9M Sell
383,728
-114,980
-23% -$9.82M 4.76% 11
2024
Q1 		$42M Buy
498,708
+118,428
+31% +$9.54M 2.85% 10
2023
Q4 		$29M Sell
380,280
-2,828
-0.7% -$200K 4.81% 12
2023
Q3 		$25.5M Buy
383,108
+2,180
+0.6% +$151K 4.91% 10
2023
Q2 		$26.2M Buy
380,928
+1,160
+0.3% +$73.8K 4.74% 12
2023
Q1 		$23.2M Buy
+379,768
New +$21.9M 4.52% 10
2022
Q2 		– Sell
-3,440
Closed -$239K – 48
2022
Q1 		$239K Hold
3,440
– – 0.04% 46
2021
Q4 		$263K Hold
3,440
– – 0.05% 45
2021
Q3 		$236K Buy
+3,440
New +$243K 0.05% 48
2020
Q4 		– Sell
-31,488
Closed -$1.71M – 56
2020
Q3 		$1.71M Sell
31,488
-580
-2% -$30.6K 0.47% 28
2020
Q2 		$1.54M Sell
32,068
-1,352
-4% -$59.6K 0.54% 25
2020
Q1 		$1.26M Sell
33,420
-1,500
-4% -$64.6K 0.72% 24
2019
Q4 		$1.54M Buy
34,920
+2,700
+8% +$113K 0.71% 29
2019
Q3 		$1.29M Sell
32,220
-1,232
-4% -$49.4K 0.66% 30
2019
Q2 		$1.31M Sell
33,452
-284
-0.8% -$11K 0.87% 27
2019
Q1 		$1.28M Sell
33,736
-348
-1% -$12.5K 1.01% 23
2018
Q4 		$1.12M Sell
34,084
-304
-0.9% -$10.7K 0.97% 23
2018
Q3 		$1.34M Sell
34,388
-104
-0.3% -$3.94K 0.78% 25
2018
Q2 		$1.24M Hold
34,492
– – 0.82% 24
2018
Q1 		$1.17M Sell
34,492
-788
-2% -$27.6K 0.9% 22
2017
Q4 		$1.19M Buy
+35,280
New +$1.16M 0.82% 22

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

Portfolio Strategies's IWF Position: Q1 2026 in Review

Portfolio Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q1 2026, selling an estimated $438K and leaving 381,656 shares worth $40.7M. The position accounts for 5.02% of the portfolio, ranked #9.

Portfolio Strategies first reported a position in IWF in Q4 2017 and has held it in 28 quarters since. The position peaked at $45.6M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Portfolio Strategies held 381,656 shares of iShares Russell 1000 Growth ETF worth $40.7M as of Q1 2026.
  • Portfolio Strategies sold 3,856 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $438K.
  • iShares Russell 1000 Growth ETF made up 5.02% of Portfolio Strategies's portfolio in Q1 2026, its #9 holding.
  • Portfolio Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • Portfolio Strategies's iShares Russell 1000 Growth ETF position peaked at $45.6M in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.