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Prosperity Consulting Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prosperity Consulting 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 		$9.87M Buy
92,608
+17,412
+23% +$1.98M 0.44% 44
2025
Q4 		$8.9M Buy
75,196
+9,600
+15% +$1.14M 0.4% 47
2025
Q3 		$7.68M Buy
65,596
+9,684
+17% +$1.08M 0.38% 48
2025
Q2 		$5.93M Buy
55,912
+1,492
+3% +$143K 0.43% 51
2025
Q1 		$4.91M Sell
54,420
-328
-0.6% -$32.4K 0.38% 61
2024
Q4 		$5.5M Buy
54,748
+3,076
+6% +$303K 0.41% 55
2024
Q3 		$4.85M Buy
51,672
+2,124
+4% +$193K 0.38% 64
2024
Q2 		$4.52M Sell
49,548
-452
-0.9% -$38.6K 0.61% 42
2024
Q1 		$4.21M Buy
50,000
+24,984
+100% +$2.01M 0.53% 50
2023
Q4 		$1.9M Sell
25,016
-820
-3% -$58K 0.64% 36
2023
Q3 		$1.72M Buy
25,836
+22,888
+776% +$1.58M 0.79% 30
2023
Q2 		$203K Buy
+2,948
New +$187K 0.12% 102
2022
Q1 		– Sell
-4,416
Closed -$313K – 98
2021
Q4 		$313K Buy
+4,416
New +$327K 0.23% 77

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

Prosperity Consulting Group's IWF Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 23% in Q1 2026, buying an estimated $1.98M and bringing the position to 92,608 shares worth $9.87M. The position accounts for 0.44% of the portfolio, ranked #44.

Prosperity Consulting Group first reported a position in IWF in Q4 2021 and has held it in 13 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Prosperity Consulting Group held 92,608 shares of iShares Russell 1000 Growth ETF worth $9.87M as of Q1 2026.
  • Prosperity Consulting Group bought 17,412 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.98M.
  • iShares Russell 1000 Growth ETF made up 0.44% of Prosperity Consulting Group's portfolio in Q1 2026, its #44 holding.
  • Prosperity Consulting Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.