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Reflection Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Reflection Asset Management’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 		– Sell
-1,628
Closed -$193K – 292
2025
Q4 		$193K Buy
+1,628
New +$193K 0.14% 108

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reflection Asset Management's IWF Position: Q1 2026 in Review

Reflection Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,628 shares — an estimated $193K sold.

Reflection Asset Management first reported a position in IWF in Q4 2025 and held it in 1 quarter. The position peaked at $193K in Q4 2025. 2,452 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Reflection Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Reflection Asset Management sold 1,628 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $193K.
  • Reflection Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Reflection Asset Management's iShares Russell 1000 Growth ETF position peaked at $193K in Q4 2025.
  • 2,452 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.