Private Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Private Wealth Management Group’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	$436K	Hold	4,088	–	–	0.11%	59
2025 Q4	$484K	Buy	4,088 +1,760	+76%	+$208K	0.13%	55
2025 Q3	$273K	Buy	2,328 +780	+50%	+$86.9K	0.08%	73
2025 Q2	$164K	Hold	1,548	–	–	0.05%	91
2025 Q1	$140K	Sell	1,548 -32	-2%	-$3.16K	0.05%	95
2024 Q4	$159K	Hold	1,580	–	–	0.06%	89
2024 Q3	$148K	Hold	1,580	–	–	0.06%	85
2024 Q2	$144K	Buy	+1,580	New	+$135K	0.06%	86

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

Private Wealth Management Group's IWF Position: Q1 2026 in Review

Private Wealth Management Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,088 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #59.

Private Wealth Management Group first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $484K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Private Wealth Management Group held 4,088 shares of iShares Russell 1000 Growth ETF worth $436K as of Q1 2026.
Private Wealth Management Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.11% of Private Wealth Management Group's portfolio in Q1 2026, its #59 holding.
Private Wealth Management Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Private Wealth Management Group's iShares Russell 1000 Growth ETF position peaked at $484K in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.