Sage Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.7M | Buy |
119,176
+3,388
| +3% | +$385K | 0.83% | 22 |
|
|
2025
Q4 | $13.7M | Sell |
115,788
-1,100
| -0.9% | -$130K | 0.91% | 22 |
|
|
2025
Q3 | $13.7M | Sell |
116,888
-340
| -0.3% | -$37.9K | 0.93% | 20 |
|
|
2025
Q2 | $12.4M | Sell |
117,228
-156
| -0.1% | -$14.9K | 0.92% | 20 |
|
|
2025
Q1 | $10.6M | Sell |
117,384
-320
| -0.3% | -$31.6K | 0.86% | 19 |
|
|
2024
Q4 | $11.8M | Buy |
117,704
+860
| +0.7% | +$84.6K | 0.95% | 19 |
|
|
2024
Q3 | $11M | Sell |
116,844
-112
| -0.1% | -$10.2K | 0.9% | 19 |
|
|
2024
Q2 | $10.7M | Sell |
116,956
-6,864
| -6% | -$586K | 0.92% | 17 |
|
|
2024
Q1 | $10.4M | Sell |
123,820
-380
| -0.3% | -$30.6K | 0.94% | 17 |
|
|
2023
Q4 | $9.41M | Sell |
124,200
-1,032
| -0.8% | -$73K | 0.92% | 18 |
|
|
2023
Q3 | $8.33M | Sell |
125,232
-480
| -0.4% | -$33.1K | 0.92% | 17 |
|
|
2023
Q2 | $8.65M | Sell |
125,712
-140
| -0.1% | -$8.9K | 0.91% | 17 |
|
|
2023
Q1 | $7.69M | Sell |
125,852
-660
| -0.5% | -$38K | 0.87% | 19 |
|
|
2022
Q4 | $6.78M | Buy |
126,512
+2,480
| +2% | +$136K | 0.83% | 20 |
|
|
2022
Q3 | $6.52M | Buy |
124,032
+892
| +0.7% | +$52.5K | 0.89% | 19 |
|
|
2022
Q2 | $6.73M | Buy |
123,140
+456
| +0.4% | +$27.4K | 0.89% | 19 |
|
|
2022
Q1 | $8.52M | Buy |
122,684
+1,208
| +1% | +$82.5K | 0.99% | 17 |
|
|
2021
Q4 | $9.28M | Sell |
121,476
-1,656
| -1% | -$123K | 0.99% | 18 |
|
|
2021
Q3 | $8.44M | Hold |
123,132
| – | – | 1.04% | 17 |
|
|
2021
Q2 | $8.36M | Sell |
123,132
-1,000
| -0.8% | -$64.5K | 1.03% | 17 |
|
|
2021
Q1 | $7.54M | Sell |
124,132
-9,696
| -7% | -$590K | 0.99% | 18 |
|
|
2020
Q4 | $8.07M | Sell |
133,828
-5,172
| -4% | -$294K | 1.11% | 17 |
|
|
2020
Q3 | $7.54M | Sell |
139,000
-2,968
| -2% | -$156K | 1.23% | 17 |
|
|
2020
Q2 | $6.81M | Sell |
141,968
-2,568
| -2% | -$113K | 1.23% | 16 |
|
|
2020
Q1 | $5.44M | Buy |
144,536
+148
| +0.1% | +$6.38K | 1.03% | 19 |
|
|
2019
Q4 | $6.35M | Hold |
144,388
| – | – | 0.87% | 19 |
|
|
2019
Q3 | $5.76M | Sell |
144,388
-388
| -0.3% | -$15.6K | 0.86% | 20 |
|
|
2019
Q2 | $5.7M | Buy |
144,776
+164
| +0.1% | +$6.35K | 0.84% | 22 |
|
|
2019
Q1 | $5.47M | Sell |
144,612
-1,268
| -0.9% | -$45.6K | 0.85% | 22 |
|
|
2018
Q4 | $4.77M | Sell |
145,880
-700
| -0.5% | -$24.7K | 0.8% | 22 |
|
|
2018
Q3 | $5.72M | Sell |
146,580
-1,572
| -1% | -$59.5K | 1.12% | 14 |
|
|
2018
Q2 | $5.33M | Buy |
148,152
+12
| +0% | +$424 | 1.14% | 14 |
|
|
2018
Q1 | $5.04M | Sell |
148,140
-76
| -0.1% | -$2.66K | 1.11% | 13 |
|
|
2017
Q4 | $4.99M | Buy |
148,216
+12
| +0% | +$393 | 0.97% | 17 |
|
|
2017
Q3 | $4.63M | Sell |
148,204
-2,144
| -1% | -$65.6K | 1.02% | 13 |
|
|
2017
Q2 | $4.47M | Sell |
150,348
-292
| -0.2% | -$8.57K | 1.03% | 13 |
|
|
2017
Q1 | $4.29M | Sell |
150,640
-1,744
| -1% | -$48.4K | 1.05% | 13 |
|
|
2016
Q4 | $4M | Sell |
152,384
-852
| -0.6% | -$22.1K | 1.02% | 14 |
|
|
2016
Q3 | $3.99M | Buy |
153,236
+884
| +0.6% | +$23K | 1.14% | 14 |
|
|
2016
Q2 | $3.82M | Sell |
152,352
-52
| -0% | -$1.3K | 1.21% | 11 |
|
|
2016
Q1 | $3.8M | Sell |
152,404
-1,308
| -0.9% | -$30.9K | 1.33% | 11 |
|
|
2015
Q4 | $3.82M | Sell |
153,712
-32,156
| -17% | -$802K | 1.25% | 10 |
|
|
2015
Q3 | $4.32M | Buy |
185,868
+27,048
| +17% | +$666K | 1.54% | 9 |
|
|
2015
Q2 | $3.93M | Buy |
158,820
+156
| +0.1% | +$3.92K | 1.84% | 4 |
|
|
2015
Q1 | $3.92M | Buy |
+158,664
| New | +$3.88M | 1.87% | 4 |
|
|
2014
Q4 | – | Sell |
-184,608
| Closed | -$4.23M | – | 45 |
|
|
2014
Q3 | $4.23M | Sell |
184,608
-4,272
| -2% | -$97.9K | 2.09% | 5 |
|
|
2014
Q2 | $4.29M | Buy |
188,880
+9,180
| +5% | +$201K | 2.08% | 6 |
|
|
2014
Q1 | $3.89M | Buy |
179,700
+2,968
| +2% | +$63.7K | 2.21% | 5 |
|
|
2013
Q4 | $3.8M | Buy |
+176,732
| New | +$3.63M | 1.83% | 7 |
|
Other funds holding IWF
Sage Financial Group's IWF Position: Q1 2026 in Review
Sage Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q1 2026, buying an estimated $385K and bringing the position to 119,176 shares worth $12.7M. The position accounts for 0.83% of the portfolio, ranked #22.
Sage Financial Group first reported a position in IWF in Q4 2013 and has held it in 49 quarters since. The position peaked at $13.7M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Sage Financial Group held 119,176 shares of iShares Russell 1000 Growth ETF worth $12.7M as of Q1 2026.
- Sage Financial Group bought 3,388 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $385K.
- iShares Russell 1000 Growth ETF made up 0.83% of Sage Financial Group's portfolio in Q1 2026, its #22 holding.
- Sage Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 49 quarters since.
- Sage Financial Group's iShares Russell 1000 Growth ETF position peaked at $13.7M in Q4 2025.
- 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.