Riversedge Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Riversedge Advisors’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	-2,804	Closed	-$332K	–	235
2025 Q4	$332K	Sell	2,804 -412	-13%	-$48.8K	0.05%	126
2025 Q3	$377K	Sell	3,216 -136	-4%	-$15.1K	0.06%	95
2025 Q2	$356K	Sell	3,352 -4	-0.1%	-$382	0.07%	76
2025 Q1	$303K	Sell	3,356 -12	-0.4%	-$1.18K	0.07%	89
2024 Q4	$338K	Sell	3,368 -24	-0.7%	-$2.36K	0.08%	73
2024 Q3	$318K	Sell	3,392 -48	-1%	-$4.35K	0.07%	69
2024 Q2	$314K	Hold	3,440	–	–	0.08%	70
2024 Q1	$290K	Buy	+3,440	New	+$277K	0.07%	69

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

Riversedge Advisors's IWF Position: Q1 2026 in Review

Riversedge Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,804 shares — an estimated $332K sold.

Riversedge Advisors first reported a position in IWF in Q1 2024 and held it in 8 quarters. The position peaked at $377K in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Riversedge Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Riversedge Advisors sold 2,804 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $332K.
Riversedge Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and held it in 8 quarters.
Riversedge Advisors's iShares Russell 1000 Growth ETF position peaked at $377K in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Riversedge Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.