Sather Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sather Financial Group’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	–	Sell	-1,888	Closed	-$223K	–	116
2025 Q4	$223K	Buy	1,888 +4	+0.2%	+$474	0.01%	99
2025 Q3	$221K	Buy	+1,884	New	+$210K	0.01%	99
2025 Q1	–	Sell	-3,636	Closed	-$365K	–	98
2024 Q4	$365K	Sell	3,636 -4	-0.1%	-$393	0.02%	64
2024 Q3	$342K	Sell	3,640 -1,820	-33%	-$165K	0.02%	66
2024 Q2	$498K	Hold	5,460	–	–	0.03%	53
2024 Q1	$460K	Buy	+5,460	New	+$440K	0.03%	59
2014 Q1	–	Sell	-36,948	Closed	-$794K	–	56
2013 Q4	$794K	Buy	+36,948	New	+$758K	0.53%	37

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

Sather Financial Group's IWF Position: Q1 2026 in Review

Sather Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,888 shares — an estimated $223K sold.

Sather Financial Group first reported a position in IWF in Q4 2013 and held it in 7 quarters. The position peaked at $794K in Q4 2013. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Sather Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Sather Financial Group sold 1,888 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $223K.
Sather Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 7 quarters.
Sather Financial Group's iShares Russell 1000 Growth ETF position peaked at $794K in Q4 2013.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.