Prospect Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prospect Financial Services’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	$330K	Hold	3,096	–	–	0.2%	75
2025 Q4	$366K	Buy	3,096 +80	+3%	+$9.48K	0.21%	70
2025 Q3	$353K	Hold	3,016	–	–	0.2%	74
2025 Q2	$320K	Sell	3,016 -220	-7%	-$21K	0.2%	73
2025 Q1	$292K	Hold	3,236	–	–	0.16%	88
2024 Q4	$325K	Sell	3,236 -28	-0.9%	-$2.75K	0.18%	79
2024 Q3	$306K	Sell	3,264 -40	-1%	-$3.63K	0.19%	75
2024 Q2	$301K	Sell	3,304 -272	-8%	-$23.2K	0.23%	61
2024 Q1	$301K	Sell	3,576 -168	-4%	-$13.5K	0.25%	60
2023 Q4	$284K	Buy	+3,744	New	+$265K	0.29%	56

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

Prospect Financial Services's IWF Position: Q1 2026 in Review

Prospect Financial Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,096 shares worth $330K. The position accounts for 0.2% of the portfolio, ranked #75.

Prospect Financial Services first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $366K in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Prospect Financial Services held 3,096 shares of iShares Russell 1000 Growth ETF worth $330K as of Q1 2026.
Prospect Financial Services left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.2% of Prospect Financial Services's portfolio in Q1 2026, its #75 holding.
Prospect Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's iShares Russell 1000 Growth ETF position peaked at $366K in Q4 2025.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.