Rosenblum Silverman Sutton’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rosenblum Silverman Sutton’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	$970K	Buy	9,100 +1,104	+14%	+$125K	0.25%	51
2025 Q4	$946K	Sell	7,996 -12	-0.1%	-$1.42K	0.22%	52
2025 Q3	$938K	Sell	8,008 -24	-0.3%	-$2.67K	0.21%	50
2025 Q2	$853K	Buy	8,032 +336	+4%	+$32.1K	0.21%	48
2025 Q1	$695K	Buy	7,696 +4	+0.1%	+$395	0.19%	52
2024 Q4	$772K	Sell	7,692 -32	-0.4%	-$3.15K	0.19%	54
2024 Q3	$725K	Buy	7,724 +188	+2%	+$17K	0.19%	54
2024 Q2	$687K	Buy	7,536 +40	+0.5%	+$3.42K	0.18%	53
2024 Q1	$632K	Hold	7,496	–	–	0.18%	55
2023 Q4	$568K	Hold	7,496	–	–	0.18%	55
2023 Q3	$498K	Hold	7,496	–	–	0.17%	57
2023 Q2	$516K	Buy	7,496 +420	+6%	+$26.7K	0.17%	56
2023 Q1	$432K	Buy	7,076 +456	+7%	+$26.3K	0.16%	54
2022 Q4	$355K	Buy	6,620 +400	+6%	+$22K	0.13%	56
2022 Q3	$327K	Buy	6,220 +460	+8%	+$27.1K	0.12%	64
2022 Q2	$315K	Buy	5,760 +220	+4%	+$13.2K	0.1%	67
2022 Q1	$385K	Sell	5,540 -296	-5%	-$20.2K	0.1%	59
2021 Q4	$446K	Sell	5,836 -1,280	-18%	-$94.9K	0.1%	58
2021 Q3	$488K	Sell	7,116 -440	-6%	-$31.1K	0.11%	56
2021 Q2	$513K	Sell	7,556 -1,232	-14%	-$79.4K	0.12%	55
2021 Q1	$534K	Sell	8,788 -220	-2%	-$13.4K	0.14%	54
2020 Q4	$543K	Buy	9,008 +1,388	+18%	+$79K	0.14%	49
2020 Q3	$413K	Buy	+7,620	New	+$401K	0.12%	54

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

Rosenblum Silverman Sutton's IWF Position: Q1 2026 in Review

Rosenblum Silverman Sutton increased its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q1 2026, buying an estimated $125K and bringing the position to 9,100 shares worth $970K. The position accounts for 0.25% of the portfolio, ranked #51.

Rosenblum Silverman Sutton first reported a position in IWF in Q3 2020 and has held it in 23 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Rosenblum Silverman Sutton held 9,100 shares of iShares Russell 1000 Growth ETF worth $970K as of Q1 2026.
Rosenblum Silverman Sutton bought 1,104 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $125K.
iShares Russell 1000 Growth ETF made up 0.25% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #51 holding.
Rosenblum Silverman Sutton first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.