Ruggaard & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ruggaard & Associates’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	$7.52M	Sell	70,520 -1,080	-2%	-$123K	2.98%	14
2025 Q4	$8.47M	Sell	71,600 -7,976	-10%	-$945K	3.34%	12
2025 Q3	$9.32M	Sell	79,576 -196	-0.2%	-$21.8K	3.49%	11
2025 Q2	$8.47M	Sell	79,772 -2,808	-3%	-$268K	3.4%	11
2025 Q1	$7.45M	Sell	82,580 -668	-0.8%	-$65.9K	3.27%	11
2024 Q4	$8.36M	Sell	83,248 -1,996	-2%	-$196K	3.67%	11
2024 Q3	$8M	Sell	85,244 -432	-0.5%	-$39.2K	3.48%	11
2024 Q2	$7.81M	Sell	85,676 -332	-0.4%	-$28.3K	3.61%	12
2024 Q1	$7.25M	Buy	86,008 +132	+0.2%	+$10.6K	3.45%	11
2023 Q4	$6.51M	Buy	85,876 +5,304	+7%	+$375K	3.44%	12
2023 Q3	$5.36M	Sell	80,572 -208	-0.3%	-$14.4K	3.19%	12
2023 Q2	$5.56M	Sell	80,780 -400	-0.5%	-$25.4K	3.25%	12
2023 Q1	$4.96M	Buy	+81,180	New	+$4.68M	3.06%	12

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

Ruggaard & Associates's IWF Position: Q1 2026 in Review

Ruggaard & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q1 2026, selling an estimated $123K and leaving 70,520 shares worth $7.52M. The position accounts for 2.98% of the portfolio, ranked #14.

Ruggaard & Associates first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.32M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Ruggaard & Associates held 70,520 shares of iShares Russell 1000 Growth ETF worth $7.52M as of Q1 2026.
Ruggaard & Associates sold 1,080 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $123K.
iShares Russell 1000 Growth ETF made up 2.98% of Ruggaard & Associates's portfolio in Q1 2026, its #14 holding.
Ruggaard & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's iShares Russell 1000 Growth ETF position peaked at $9.32M in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.