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

Reston Wealth 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 		$980K Buy
9,192
+8
+0.1% +$908 0.3% 22
2025
Q4 		$1.09M Buy
9,184
+4
+0% +$474 0.33% 22
2025
Q3 		$1.08M Buy
9,180
+8
+0.1% +$891 0.35% 21
2025
Q2 		$974K Buy
9,172
+8
+0.1% +$765 0.34% 21
2025
Q1 		$827K Buy
9,164
+12
+0.1% +$1.18K 0.33% 21
2024
Q4 		$919K Sell
9,152
-512
-5% -$50.4K 0.34% 21
2024
Q3 		$907K Buy
9,664
+456
+5% +$41.3K 0.33% 21
2024
Q2 		$839K Buy
9,208
+8
+0.1% +$683 0.34% 23
2024
Q1 		$775K Buy
9,200
+12
+0.1% +$967 0.31% 23
2023
Q4 		$696K Buy
9,188
+2,012
+28% +$142K 0.32% 23
2023
Q3 		$477K Buy
7,176
+760
+12% +$52.5K 0.24% 26
2023
Q2 		$441K Sell
6,416
-228
-3% -$14.5K 0.21% 31
2023
Q1 		$406K Buy
6,644
+12
+0.2% +$691 0.21% 29
2022
Q4 		$355K Buy
6,632
+36
+0.5% +$1.98K 0.2% 34
2022
Q3 		$347K Hold
6,596
– – 0.21% 36
2022
Q2 		$361K Sell
6,596
-76
-1% -$4.56K 0.2% 40
2022
Q1 		$463K Buy
6,672
+8
+0.1% +$546 0.24% 33
2021
Q4 		$509K Sell
6,664
-68
-1% -$5.04K 0.25% 32
2021
Q3 		$461K Buy
6,732
+12
+0.2% +$849 0.24% 30
2021
Q2 		$456K Buy
6,720
+8
+0.1% +$516 0.23% 31
2021
Q1 		$408K Buy
6,712
+8
+0.1% +$487 0.21% 31
2020
Q4 		$404K Buy
6,704
+12
+0.2% +$683 0.23% 32
2020
Q3 		$363K Buy
6,692
+12
+0.2% +$632 0.23% 29
2020
Q2 		$321K Buy
6,680
+16
+0.2% +$705 0.22% 30
2020
Q1 		$251K Buy
6,664
+16
+0.2% +$690 0.2% 36
2019
Q4 		$292K Buy
6,648
+200
+3% +$8.35K 0.23% 36
2019
Q3 		$257K Sell
6,448
-10,316
-62% -$414K 0.23% 36
2019
Q2 		$659K Buy
16,764
+48
+0.3% +$1.86K 0.52% 21
2019
Q1 		$656K Sell
16,716
-1,308
-7% -$47K 0.53% 22
2018
Q4 		$590K Buy
+18,024
New +$635K 0.56% 22

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

Reston Wealth Management's IWF Position: Q1 2026 in Review

Reston Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q1 2026, buying an estimated $908 and bringing the position to 9,192 shares worth $980K. The position accounts for 0.3% of the portfolio, ranked #22.

Reston Wealth Management first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.09M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Reston Wealth Management held 9,192 shares of iShares Russell 1000 Growth ETF worth $980K as of Q1 2026.
  • Reston Wealth Management bought 8 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $908.
  • iShares Russell 1000 Growth ETF made up 0.3% of Reston Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Reston Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Reston Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.09M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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