ProVise Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.05M | Sell |
28,584
-640
| -2% | -$72.6K | 0.22% | 86 |
|
|
2025
Q4 | $3.46M | Sell |
29,224
-1,304
| -4% | -$154K | 0.25% | 78 |
|
|
2025
Q3 | $3.58M | Sell |
30,528
-576
| -2% | -$64.1K | 0.26% | 77 |
|
|
2025
Q2 | $3.3M | Sell |
31,104
-452
| -1% | -$43.2K | 0.26% | 82 |
|
|
2025
Q1 | $2.85M | Sell |
31,556
-600
| -2% | -$59.2K | 0.24% | 86 |
|
|
2024
Q4 | $3.23M | Sell |
32,156
-3,784
| -11% | -$372K | 0.28% | 82 |
|
|
2024
Q3 | $3.37M | Sell |
35,940
-7,128
| -17% | -$646K | 0.27% | 92 |
|
|
2024
Q2 | $3.92M | Sell |
43,068
-5,884
| -12% | -$502K | 0.33% | 79 |
|
|
2024
Q1 | $4.13M | Sell |
48,952
-4,396
| -8% | -$354K | 0.36% | 76 |
|
|
2023
Q4 | $4.04M | Sell |
53,348
-1,036
| -2% | -$73.3K | 0.34% | 83 |
|
|
2023
Q3 | $3.62M | Sell |
54,384
-828
| -1% | -$57.2K | 0.34% | 87 |
|
|
2023
Q2 | $3.8M | Sell |
55,212
-1,960
| -3% | -$125K | 0.34% | 81 |
|
|
2023
Q1 | $3.49M | Sell |
57,172
-5,136
| -8% | -$296K | 0.33% | 79 |
|
|
2022
Q4 | $3.34M | Sell |
62,308
-3,056
| -5% | -$168K | 0.34% | 84 |
|
|
2022
Q3 | $3.44M | Sell |
65,364
-2,904
| -4% | -$171K | 0.38% | 80 |
|
|
2022
Q2 | $3.73M | Sell |
68,268
-4,840
| -7% | -$291K | 0.4% | 75 |
|
|
2022
Q1 | $5.07M | Sell |
73,108
-2,300
| -3% | -$157K | 0.48% | 57 |
|
|
2021
Q4 | $5.76M | Sell |
75,408
-4,784
| -6% | -$355K | 0.52% | 56 |
|
|
2021
Q3 | $5.49M | Sell |
80,192
-4,300
| -5% | -$304K | 0.54% | 56 |
|
|
2021
Q2 | $5.73M | Sell |
84,492
-3,252
| -4% | -$210K | 0.59% | 48 |
|
|
2021
Q1 | $5.33M | Sell |
87,744
-3,396
| -4% | -$207K | 0.57% | 49 |
|
|
2020
Q4 | $5.49M | Sell |
91,140
-6,940
| -7% | -$395K | 0.63% | 45 |
|
|
2020
Q3 | $5.32M | Sell |
98,080
-6,376
| -6% | -$336K | 0.71% | 40 |
|
|
2020
Q2 | $5.01M | Buy |
104,456
+2,584
| +3% | +$114K | 0.72% | 40 |
|
|
2020
Q1 | $3.84M | Sell |
101,872
-4,160
| -4% | -$179K | 0.64% | 47 |
|
|
2019
Q4 | $4.66M | Sell |
106,032
-4,164
| -4% | -$174K | 0.57% | 52 |
|
|
2019
Q3 | $4.4M | Sell |
110,196
-2,568
| -2% | -$103K | 0.58% | 49 |
|
|
2019
Q2 | $4.44M | Sell |
112,764
-12,472
| -10% | -$483K | 0.59% | 49 |
|
|
2019
Q1 | $4.74M | Sell |
125,236
-3,748
| -3% | -$135K | 0.67% | 45 |
|
|
2018
Q4 | $4.22M | Sell |
128,984
-1,408
| -1% | -$49.6K | 0.67% | 44 |
|
|
2018
Q3 | $5.08M | Sell |
130,392
-2,960
| -2% | -$112K | 0.67% | 41 |
|
|
2018
Q2 | $4.79K | Sell |
133,352
-460
| -0.3% | -$16.2K | 0.36% | 67 |
|
|
2018
Q1 | $4.55M | Sell |
133,812
-4,500
| -3% | -$158K | 0.67% | 44 |
|
|
2017
Q4 | $4.66M | Sell |
138,312
-312
| -0.2% | -$10.2K | 0.67% | 42 |
|
|
2017
Q3 | $4.33M | Sell |
138,624
-1,360
| -1% | -$41.6K | 0.63% | 46 |
|
|
2017
Q2 | $4.17M | Sell |
139,984
-1,908
| -1% | -$56K | 0.63% | 45 |
|
|
2017
Q1 | $4.04M | Sell |
141,892
-3,308
| -2% | -$91.7K | 0.65% | 43 |
|
|
2016
Q4 | $3.81M | Hold |
145,200
| – | – | 0.65% | 42 |
|
|
2016
Q3 | $3.78M | Sell |
145,200
-7,888
| -5% | -$205K | 0.66% | 44 |
|
|
2016
Q2 | $3.84M | Sell |
153,088
-16,028
| -9% | -$400K | 0.71% | 36 |
|
|
2016
Q1 | $4.22M | Sell |
169,116
-2,200
| -1% | -$52K | 0.87% | 30 |
|
|
2015
Q4 | $4.26M | Sell |
171,316
-2,368
| -1% | -$59.1K | 0.89% | 25 |
|
|
2015
Q3 | $4.04M | Sell |
173,684
-11,376
| -6% | -$280K | 0.94% | 22 |
|
|
2015
Q2 | $4.58M | Sell |
185,060
-1,976
| -1% | -$49.7K | 0.98% | 20 |
|
|
2015
Q1 | $4.63M | Buy |
187,036
+32
| +0% | +$782 | 0.98% | 20 |
|
|
2014
Q4 | $4.47M | Sell |
187,004
-11,564
| -6% | -$271K | 0.96% | 22 |
|
|
2014
Q3 | $4.55M | Sell |
198,568
-21,020
| -10% | -$482K | 0.99% | 21 |
|
|
2014
Q2 | $4.99M | Buy |
219,588
+3,588
| +2% | +$78.7K | 1.08% | 14 |
|
|
2014
Q1 | $4.67M | Buy |
216,000
+5,216
| +2% | +$112K | 1.13% | 12 |
|
|
2013
Q4 | $4.53M | Buy |
210,784
+4,140
| +2% | +$84.9K | 1.17% | 11 |
|
|
2013
Q3 | $4.04M | Buy |
206,644
+4,772
| +2% | +$91.3K | 1.14% | 12 |
|
|
2013
Q2 | $3.67M | Buy |
+201,872
| New | +$3.7M | 1.08% | 12 |
|
Other funds holding IWF
ProVise Management Group's IWF Position: Q1 2026 in Review
ProVise Management Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q1 2026, selling an estimated $72.6K and leaving 28,584 shares worth $3.05M. The position accounts for 0.22% of the portfolio, ranked #86.
ProVise Management Group first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.76M in Q4 2021. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- ProVise Management Group held 28,584 shares of iShares Russell 1000 Growth ETF worth $3.05M as of Q1 2026.
- ProVise Management Group sold 640 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $72.6K.
- iShares Russell 1000 Growth ETF made up 0.22% of ProVise Management Group's portfolio in Q1 2026, its #86 holding.
- ProVise Management Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
- ProVise Management Group's iShares Russell 1000 Growth ETF position peaked at $5.76M in Q4 2021.
- 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.