RPg Family Wealth Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

RPg Family Wealth Advisory’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	$1.65M	Sell	15,500 -2,200	-12%	-$250K	0.34%	85
2025 Q4	$2.09M	Sell	17,700 -648	-4%	-$76.8K	0.46%	72
2025 Q3	$2.15M	Buy	+18,348	New	+$2.04M	0.47%	69
2025 Q2	–	Sell	-19,796	Closed	-$1.79M	–	104
2025 Q1	$1.79M	Buy	+19,796	New	+$1.95M	0.51%	61
2024 Q3	–	Sell	-44,724	Closed	-$4.08M	–	94
2024 Q2	$4.08M	Sell	44,724 -24,324	-35%	-$2.08M	1.34%	28
2024 Q1	$5.82M	Buy	69,048 +2,800	+4%	+$226K	1.84%	23
2023 Q4	$5.02M	Buy	66,248 +4,420	+7%	+$313K	1.85%	21
2023 Q3	$4.12M	Buy	61,828 +44,884	+265%	+$3.1M	1.69%	26
2023 Q2	$1.17M	Buy	+16,944	New	+$1.08M	0.47%	67
2020 Q3	–	Sell	-16,596	Closed	-$797K	–	286
2020 Q2	$797K	Sell	16,596 -22,208	-57%	-$979K	0.49%	59
2020 Q1	$1.46M	Buy	38,804 +16,752	+76%	+$722K	1.14%	32
2019 Q4	$970K	Sell	22,052 -3,668	-14%	-$153K	0.56%	47
2019 Q3	$1.03M	Buy	25,720 +2,148	+9%	+$86.1K	0.62%	42
2019 Q2	$927K	Sell	23,572 -9,760	-29%	-$378K	0.55%	47
2019 Q1	$1.26M	Buy	33,332 +24,260	+267%	+$872K	0.75%	42
2018 Q4	$297K	Buy	+9,072	New	+$320K	0.29%	46
2018 Q2	–	Sell	-9,072	Closed	-$309K	–	266
2018 Q1	$309K	Buy	+9,072	New	+$318K	0.25%	43
2017 Q3	–	Sell	-11,636	Closed	-$346K	–	300
2017 Q2	$346K	Buy	11,636 +8,108	+230%	+$238K	0.3%	37
2017 Q1	$100K	Buy	+3,528	New	+$97.8K	0.08%	75
2016 Q3	–	Sell	-10,156	Closed	-$255K	–	259
2016 Q2	$255K	Buy	10,156 +1,176	+13%	+$29.4K	0.11%	56
2016 Q1	$224K	Buy	+8,980	New	+$212K	0.17%	57

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

RPg Family Wealth Advisory's IWF Position: Q1 2026 in Review

RPg Family Wealth Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q1 2026, selling an estimated $250K and leaving 15,500 shares worth $1.65M. The position accounts for 0.34% of the portfolio, ranked #85.

RPg Family Wealth Advisory first reported a position in IWF in Q1 2016 and has held it in 21 quarters since. The position peaked at $5.82M in Q1 2024. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

RPg Family Wealth Advisory held 15,500 shares of iShares Russell 1000 Growth ETF worth $1.65M as of Q1 2026.
RPg Family Wealth Advisory sold 2,200 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $250K.
iShares Russell 1000 Growth ETF made up 0.34% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #85 holding.
RPg Family Wealth Advisory first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 21 quarters since.
RPg Family Wealth Advisory's iShares Russell 1000 Growth ETF position peaked at $5.82M in Q1 2024.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.