Retireful LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Retireful LLC’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	$361K	Sell	3,384 -168	-5%	-$19.1K	0.51%	62
2025 Q4	$424K	Hold	3,552	–	–	0.53%	57
2025 Q3	$416K	Sell	3,552 -336	-9%	-$37.4K	0.4%	67
2025 Q2	$413K	Sell	3,888 -504	-11%	-$48.2K	0.28%	100
2025 Q1	$396K	Sell	4,392 -3,188	-42%	-$315K	0.37%	69
2024 Q4	$761K	Sell	7,580 -656	-8%	-$64.5K	0.43%	77
2024 Q3	$773K	Sell	8,236 -2,880	-26%	-$261K	0.57%	39
2024 Q2	$1.01M	Buy	+11,116	New	+$949K	0.48%	71

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

Retireful LLC's IWF Position: Q1 2026 in Review

Retireful LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q1 2026, selling an estimated $19.1K and leaving 3,384 shares worth $361K. The position accounts for 0.51% of the portfolio, ranked #62.

Retireful LLC first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q2 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Retireful LLC held 3,384 shares of iShares Russell 1000 Growth ETF worth $361K as of Q1 2026.
Retireful LLC sold 168 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $19.1K.
iShares Russell 1000 Growth ETF made up 0.51% of Retireful LLC's portfolio in Q1 2026, its #62 holding.
Retireful LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Retireful LLC's iShares Russell 1000 Growth ETF position peaked at $1.01M in Q2 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.