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

Rollins Financial 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	$1.23M	Hold	11,560	–	–	0.19%	64
2025 Q4	$1.37M	Buy	11,560 +240	+2%	+$28.4K	0.2%	54
2025 Q3	$1.33M	Hold	11,320	–	–	0.2%	55
2025 Q2	$1.2M	Hold	11,320	–	–	0.19%	60
2025 Q1	$1.02M	Sell	11,320 -104	-0.9%	-$10.3K	0.18%	61
2024 Q4	$1.15M	Hold	11,424	–	–	0.18%	56
2024 Q3	$1.07M	Sell	11,424 -1,084	-9%	-$98.3K	0.18%	56
2024 Q2	$1.14M	Hold	12,508	–	–	0.2%	50
2024 Q1	$1.05M	Buy	12,508 +40	+0.3%	+$3.22K	0.2%	49
2023 Q4	$945K	Buy	+12,468	New	+$882K	0.2%	49

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

Rollins Financial Advisors's IWF Position: Q1 2026 in Review

Rollins Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 11,560 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #64.

Rollins Financial Advisors first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Rollins Financial Advisors held 11,560 shares of iShares Russell 1000 Growth ETF worth $1.23M as of Q1 2026.
Rollins Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.19% of Rollins Financial Advisors's portfolio in Q1 2026, its #64 holding.
Rollins Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $1.37M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.