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

Ritholtz 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 		$1.75M Buy
16,424
+3,220
+24% +$365K 0.03% 407
2025
Q4 		$1.56M Hold
13,204
– – 0.03% 400
2025
Q3 		$1.55M Sell
13,204
-416
-3% -$46.3K 0.03% 397
2025
Q2 		$1.45M Buy
13,620
+3,328
+32% +$318K 0.03% 373
2025
Q1 		$929K Sell
10,292
-1,604
-13% -$158K 0.03% 418
2024
Q4 		$1.19M Buy
11,896
+1,596
+15% +$157K 0.04% 322
2024
Q3 		$967K Sell
10,300
-2,548
-20% -$231K 0.03% 376
2024
Q2 		$1.17M Buy
12,848
+8,032
+167% +$686K 0.04% 320
2024
Q1 		$406K Hold
4,816
– – 0.01% 562
2023
Q4 		$365K Buy
4,816
+1,676
+53% +$119K 0.01% 557
2023
Q3 		$209K Sell
3,140
-816
-21% -$56.3K 0.01% 638
2023
Q2 		$272K Sell
3,956
-244
-6% -$15.5K 0.01% 561
2023
Q1 		$257K Buy
4,200
+180
+4% +$10.4K 0.01% 551
2022
Q4 		$215K Buy
4,020
+120
+3% +$6.6K 0.01% 525
2022
Q3 		$205K Hold
3,900
– – 0.01% 650
2022
Q2 		$213K Sell
3,900
-40
-1% -$2.4K 0.01% 486
2022
Q1 		$273K Buy
3,940
+40
+1% +$2.73K 0.02% 434
2021
Q4 		$298K Buy
+3,900
New +$289K 0.02% 413

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

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

Ritholtz Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q1 2026, buying an estimated $365K and bringing the position to 16,424 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #407.

Ritholtz Wealth Management first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Ritholtz Wealth Management held 16,424 shares of iShares Russell 1000 Growth ETF worth $1.75M as of Q1 2026.
  • Ritholtz Wealth Management bought 3,220 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $365K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q1 2026, its #407 holding.
  • Ritholtz Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.