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

RKL 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	$2.22M	Buy	20,780 +1,760	+9%	+$200K	0.2%	63
2025 Q4	$2.25M	Hold	19,020	–	–	0.18%	66
2025 Q3	$2.23M	Hold	19,020	–	–	0.19%	64
2025 Q2	$2.02M	Buy	19,020 +216	+1%	+$20.7K	0.18%	68
2025 Q1	$1.7M	Sell	18,804 -1,856	-9%	-$183K	0.16%	74
2024 Q4	$2.07M	Buy	+20,660	New	+$2.03M	0.18%	70
2020 Q1	–	Sell	-5,200	Closed	-$229K	–	115
2019 Q4	$229K	Hold	5,200	–	–	0.04%	113
2019 Q3	$208K	Hold	5,200	–	–	0.04%	121
2019 Q2	$204K	Sell	5,200 -568	-10%	-$22K	0.04%	126
2019 Q1	$217K	Buy	+5,768	New	+$207K	0.04%	125

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

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

RKL Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.3% in Q1 2026, buying an estimated $200K and bringing the position to 20,780 shares worth $2.22M. The position accounts for 0.2% of the portfolio, ranked #63.

RKL Wealth Management first reported a position in IWF in Q1 2019 and has held it in 10 quarters since. The position peaked at $2.25M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

RKL Wealth Management held 20,780 shares of iShares Russell 1000 Growth ETF worth $2.22M as of Q1 2026.
RKL Wealth Management bought 1,760 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $200K.
iShares Russell 1000 Growth ETF made up 0.2% of RKL Wealth Management's portfolio in Q1 2026, its #63 holding.
RKL Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 10 quarters since.
RKL Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.25M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.