Rockbridge Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rockbridge Investment 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	$1.2M	Hold	11,276	–	–	0.11%	58
2025 Q4	$1.33M	Hold	11,276	–	–	0.12%	53
2025 Q3	$1.32M	Sell	11,276 -1,580	-12%	-$176K	0.13%	52
2025 Q2	$1.36M	Buy	12,856 +524	+4%	+$50.1K	0.15%	50
2025 Q1	$1.11M	Hold	12,332	–	–	0.13%	53
2024 Q4	$1.24M	Hold	12,332	–	–	0.16%	54
2024 Q3	$1.16M	Buy	12,332 +380	+3%	+$34.5K	0.15%	55
2024 Q2	$1.09M	Buy	11,952 +1,568	+15%	+$134K	0.15%	52
2024 Q1	$875K	Hold	10,384	–	–	0.13%	55
2023 Q4	$787K	Hold	10,384	–	–	0.12%	57
2023 Q3	$691K	Hold	10,384	–	–	0.12%	59
2023 Q2	$714K	Hold	10,384	–	–	0.13%	57
2023 Q1	$634K	Hold	10,384	–	–	0.12%	62
2022 Q4	$556K	Sell	10,384 -8	-0.1%	-$440	0.11%	63
2022 Q3	$547K	Hold	10,392	–	–	0.13%	62
2022 Q2	$568K	Hold	10,392	–	–	0.12%	60
2022 Q1	$723K	Sell	10,392 -364	-3%	-$24.8K	0.11%	80
2021 Q4	$822K	Sell	10,756 -16	-0.1%	-$1.19K	0.12%	80
2021 Q3	$738K	Sell	10,772 -40	-0.4%	-$2.83K	0.12%	78
2021 Q2	$734K	Buy	10,812 +440	+4%	+$28.4K	0.12%	78
2021 Q1	$630K	Hold	10,372	–	–	0.12%	78
2020 Q4	$625K	Hold	10,372	–	–	0.13%	78
2020 Q3	$562K	Hold	10,372	–	–	0.13%	76
2020 Q2	$498K	Buy	+10,372	New	+$457K	0.13%	76

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

Rockbridge Investment Management's IWF Position: Q1 2026 in Review

Rockbridge Investment Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 11,276 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #58.

Rockbridge Investment Management first reported a position in IWF in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.36M in Q2 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Rockbridge Investment Management held 11,276 shares of iShares Russell 1000 Growth ETF worth $1.2M as of Q1 2026.
Rockbridge Investment Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.11% of Rockbridge Investment Management's portfolio in Q1 2026, its #58 holding.
Rockbridge Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 24 quarters since.
Rockbridge Investment Management's iShares Russell 1000 Growth ETF position peaked at $1.36M in Q2 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.