Retirement Solution’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Retirement Solution’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	$748K	Sell	7,016 -488	-7%	-$55.4K	0.18%	19
2025 Q4	$888K	Buy	7,504 +448	+6%	+$53.1K	0.2%	23
2025 Q3	$826K	Sell	7,056 -32	-0.5%	-$3.56K	0.2%	19
2025 Q2	$752K	Buy	+7,088	New	+$678K	0.19%	18
2024 Q4	–	Sell	-2,524	Closed	-$237K	–	57
2024 Q3	$237K	Buy	+2,524	New	+$229K	0.06%	44

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

Retirement Solution's IWF Position: Q1 2026 in Review

Retirement Solution reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.5% in Q1 2026, selling an estimated $55.4K and leaving 7,016 shares worth $748K. The position accounts for 0.18% of the portfolio, ranked #19.

Retirement Solution first reported a position in IWF in Q3 2024 and has held it in 5 quarters since. The position peaked at $888K in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Retirement Solution held 7,016 shares of iShares Russell 1000 Growth ETF worth $748K as of Q1 2026.
Retirement Solution sold 488 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $55.4K.
iShares Russell 1000 Growth ETF made up 0.18% of Retirement Solution's portfolio in Q1 2026, its #19 holding.
Retirement Solution first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 5 quarters since.
Retirement Solution's iShares Russell 1000 Growth ETF position peaked at $888K in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.