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Sand Hill Global Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sand Hill Global Advisors’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 		$1.12M Hold
10,520
– – 0.04% 108
2025
Q4 		$1.24M Hold
10,520
– – 0.04% 109
2025
Q3 		$1.23M Hold
10,520
– – 0.04% 110
2025
Q2 		$1.12M Sell
10,520
-992
-9% -$94.9K 0.04% 117
2025
Q1 		$1.04M Sell
11,512
-2,200
-16% -$217K 0.04% 112
2024
Q4 		$1.38M Buy
13,712
+2,200
+19% +$216K 0.06% 105
2024
Q3 		$1.08M Buy
11,512
+992
+9% +$89.9K 0.05% 105
2024
Q2 		$959K Sell
10,520
-24
-0.2% -$2.05K 0.04% 113
2024
Q1 		$888K Sell
10,544
-192
-2% -$15.5K 0.04% 101
2023
Q4 		$814K Sell
10,736
-264
-2% -$18.7K 0.04% 104
2023
Q3 		$731K Buy
11,000
+1,020
+10% +$70.4K 0.04% 101
2023
Q2 		$687K Buy
9,980
+192
+2% +$12.2K 0.03% 106
2023
Q1 		$598K Sell
9,788
-604
-6% -$34.8K 0.03% 110
2022
Q4 		$557K Buy
10,392
+848
+9% +$46.6K 0.03% 119
2022
Q3 		$502K Sell
9,544
-216
-2% -$12.7K 0.03% 114
2022
Q2 		$534K Sell
9,760
-80
-0.8% -$4.8K 0.03% 110
2022
Q1 		$683K Sell
9,840
-684
-6% -$46.7K 0.04% 102
2021
Q4 		$804K Buy
10,524
+632
+6% +$46.9K 0.05% 97
2021
Q3 		$678K Hold
9,892
– – 0.04% 103
2021
Q2 		$671K Sell
9,892
-232
-2% -$15K 0.04% 101
2021
Q1 		$615K Sell
10,124
-1,216
-11% -$74K 0.04% 95
2020
Q4 		$684K Sell
11,340
-588
-5% -$33.5K 0.05% 95
2020
Q3 		$647K Sell
11,928
-616
-5% -$32.5K 0.05% 91
2020
Q2 		$602K Sell
12,544
-324
-3% -$14.3K 0.05% 91
2020
Q1 		$485K Sell
12,868
-76
-0.6% -$3.27K 0.05% 89
2019
Q4 		$569K Hold
12,944
– – 0.05% 95
2019
Q3 		$517K Sell
12,944
-248
-2% -$9.94K 0.05% 100
2019
Q2 		$519K Buy
13,192
+1,884
+17% +$72.9K 0.05% 77
2019
Q1 		$428K Buy
11,308
+540
+5% +$19.4K 0.04% 81
2018
Q4 		$352K Buy
+10,768
New +$380K 0.04% 87
2017
Q4 		– Sell
-31,076
Closed -$972K – 115
2017
Q3 		$972K Sell
31,076
-756
-2% -$23.1K 0.1% 64
2017
Q2 		$947K Sell
31,832
-10,436
-25% -$306K 0.11% 67
2017
Q1 		$1.2M Sell
42,268
-3,014,800
-99% -$83.6M 0.16% 57
2016
Q4 		$80.2M Buy
3,057,068
+26,588
+0.9% +$690K 11.02% 2
2016
Q3 		$78.9M Buy
3,030,480
+1,152
+0% +$30K 12.03% 2
2016
Q2 		$76M Buy
3,029,328
+127,292
+4% +$3.18M 11.96% 2
2016
Q1 		$72.4M Buy
2,902,036
+95,840
+3% +$2.26M 11% 2
2015
Q4 		$69.8M Buy
2,806,196
+49,820
+2% +$1.24M 11.21% 2
2015
Q3 		$64.1M Buy
2,756,376
+38,332
+1% +$943K 10.25% 2
2015
Q2 		$67.3M Sell
2,718,044
-1,960
-0.1% -$49.3K 10.94% 2
2015
Q1 		$67.3M Buy
2,720,004
+84,400
+3% +$2.06M 10.95% 2
2014
Q4 		$63M Sell
2,635,604
-581,868
-18% -$13.6M 10.8% 2
2014
Q3 		$73.7M Buy
3,217,472
+573,724
+22% +$13.1M 12.26% 2
2014
Q2 		$60.1M Buy
2,643,748
+104,280
+4% +$2.29M 11.33% 3
2014
Q1 		$54.9M Buy
2,539,468
+62,800
+3% +$1.35M 11.12% 3
2013
Q4 		$53.2M Sell
2,476,668
-984,836
-28% -$20.2M 11.3% 3
2013
Q3 		$67.7M Buy
3,461,504
+877,300
+34% +$16.8M 11.66% 3
2013
Q2 		$47M Buy
+2,584,204
New +$47.3M 12.95% 2

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sand Hill Global Advisors's IWF Position: Q1 2026 in Review

Sand Hill Global Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 10,520 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #108.

Sand Hill Global Advisors first reported a position in IWF in Q2 2013 and has held it in 48 quarters since. The position peaked at $80.2M in Q4 2016. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Sand Hill Global Advisors held 10,520 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q1 2026.
  • Sand Hill Global Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.04% of Sand Hill Global Advisors's portfolio in Q1 2026, its #108 holding.
  • Sand Hill Global Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 48 quarters since.
  • Sand Hill Global Advisors's iShares Russell 1000 Growth ETF position peaked at $80.2M in Q4 2016.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.