Rossmore Private Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rossmore Private Capital’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	$1.89M	Hold	17,684	–	–	0.17%	94
2025 Q4	$2.09M	Hold	17,684	–	–	0.19%	92
2025 Q3	$2.07M	Hold	17,684	–	–	0.22%	83
2025 Q2	$1.88M	Sell	17,684 -56	-0.3%	-$5.36K	0.22%	83
2025 Q1	$1.6M	Buy	17,740 +6,800	+62%	+$671K	0.2%	90
2024 Q4	$1.1M	Sell	10,940 -132	-1%	-$13K	0.14%	115
2024 Q3	$1.04M	Sell	11,072 -28	-0.3%	-$2.54K	0.13%	124
2024 Q2	$1.01M	Sell	11,100 -28	-0.3%	-$2.39K	0.13%	120
2024 Q1	$938K	Buy	11,128 +812	+8%	+$65.4K	0.12%	129
2023 Q4	$782K	Hold	10,316	–	–	0.11%	135
2023 Q3	$686K	Sell	10,316 -36	-0.3%	-$2.49K	0.1%	139
2023 Q2	$712K	Sell	10,352 -972	-9%	-$61.8K	0.11%	138
2023 Q1	$692K	Sell	11,324 -44	-0.4%	-$2.54K	0.11%	138
2022 Q4	$609K	Hold	11,368	–	–	0.1%	140
2022 Q3	$598K	Sell	11,368 -80	-0.7%	-$4.7K	0.11%	138
2022 Q2	$626K	Hold	11,448	–	–	0.11%	137
2022 Q1	$795K	Buy	11,448 +820	+8%	+$56K	0.12%	129
2021 Q4	$812K	Buy	10,628 +2,676	+34%	+$198K	0.13%	130
2021 Q3	$545K	Hold	7,952	–	–	0.09%	148
2021 Q2	$540K	Buy	+7,952	New	+$513K	0.09%	150

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

Rossmore Private Capital's IWF Position: Q1 2026 in Review

Rossmore Private Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 17,684 shares worth $1.89M. The position accounts for 0.17% of the portfolio, ranked #94.

Rossmore Private Capital first reported a position in IWF in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.09M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Rossmore Private Capital held 17,684 shares of iShares Russell 1000 Growth ETF worth $1.89M as of Q1 2026.
Rossmore Private Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.17% of Rossmore Private Capital's portfolio in Q1 2026, its #94 holding.
Rossmore Private Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 20 quarters since.
Rossmore Private Capital's iShares Russell 1000 Growth ETF position peaked at $2.09M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.