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

Roundview 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	$343K	Hold	3,220	–	–	0.02%	289
2025 Q4	$381K	Buy	3,220 +4	+0.1%	+$474	0.02%	276
2025 Q3	$377K	Hold	3,216	–	–	0.02%	282
2025 Q2	$341K	Hold	3,216	–	–	0.02%	281
2025 Q1	$290K	Sell	3,216 -224	-7%	-$22.1K	0.02%	283
2024 Q4	$345K	Buy	3,440 +376	+12%	+$37K	0.02%	291
2024 Q3	$288K	Hold	3,064	–	–	0.02%	304
2024 Q2	$279K	Sell	3,064 -500	-14%	-$42.7K	0.02%	291
2024 Q1	$300K	Hold	3,564	–	–	0.02%	289
2023 Q4	$270K	Sell	3,564 -84	-2%	-$5.94K	0.02%	287
2023 Q3	$243K	Hold	3,648	–	–	0.02%	285
2023 Q2	$251K	Hold	3,648	–	–	0.02%	286
2023 Q1	$223K	Buy	+3,648	New	+$210K	0.02%	302

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

Roundview Capital's IWF Position: Q1 2026 in Review

Roundview Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,220 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #289.

Roundview Capital first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $381K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Roundview Capital held 3,220 shares of iShares Russell 1000 Growth ETF worth $343K as of Q1 2026.
Roundview Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Roundview Capital's portfolio in Q1 2026, its #289 holding.
Roundview Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Roundview Capital's iShares Russell 1000 Growth ETF position peaked at $381K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.