Potentia Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Potentia Wealth’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	$8.54M	Buy	80,144 +284	+0.4%	+$32.2K	3.3%	7
2025 Q4	$9.45M	Buy	79,860 +8,492	+12%	+$1.01M	3.46%	6
2025 Q3	$8.36M	Sell	71,368 -1,128	-2%	-$126K	3.19%	8
2025 Q2	$7.7M	Sell	72,496 -4,024	-5%	-$385K	4.39%	6
2025 Q1	$6.91M	Buy	76,520 +2,872	+4%	+$283K	3.24%	7
2024 Q4	$7.39M	Buy	+73,648	New	+$7.24M	3.29%	5

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 $424B AUM 22.96% 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

Potentia Wealth's IWF Position: Q1 2026 in Review

Potentia Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.36% in Q1 2026, buying an estimated $32.2K and bringing the position to 80,144 shares worth $8.54M. The position accounts for 3.3% of the portfolio, ranked #7.

Potentia Wealth first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.45M in Q4 2025. 2,439 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Potentia Wealth held 80,144 shares of iShares Russell 1000 Growth ETF worth $8.54M as of Q1 2026.
Potentia Wealth bought 284 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $32.2K.
iShares Russell 1000 Growth ETF made up 3.3% of Potentia Wealth's portfolio in Q1 2026, its #7 holding.
Potentia Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's iShares Russell 1000 Growth ETF position peaked at $9.45M in Q4 2025.
2,439 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.