Savant Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Savant Capital’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	$52.7M	Buy	494,328 +37,768	+8%	+$4.29M	0.25%	59
2025 Q4	$54M	Sell	456,560 -22,884	-5%	-$2.71M	0.31%	53
2025 Q3	$56.1M	Buy	479,444 +5,984	+1%	+$666K	0.34%	54
2025 Q2	$50.3M	Buy	473,460 +53,248	+13%	+$5.09M	0.36%	49
2025 Q1	$37.9M	Sell	420,212 -14,732	-3%	-$1.45M	0.32%	48
2024 Q4	$43.7M	Sell	434,944 -21,308	-5%	-$2.1M	0.34%	49
2024 Q3	$42.8M	Buy	456,252 +36,944	+9%	+$3.35M	0.36%	52
2024 Q2	$38.2M	Buy	419,308 +3,764	+0.9%	+$321K	0.38%	49
2024 Q1	$35M	Sell	415,544 -6,564	-2%	-$529K	0.4%	52
2023 Q4	$32M	Sell	422,108 -31,116	-7%	-$2.2M	0.41%	47
2023 Q3	$30.1M	Buy	453,224 +2,480	+0.6%	+$171K	0.45%	42
2023 Q2	$31M	Buy	450,744 +293,552	+187%	+$18.7M	0.48%	39
2023 Q1	$9.6M	Buy	157,192 +94,448	+151%	+$5.44M	0.18%	88
2022 Q4	$3.21M	Sell	62,744 -25,504	-29%	-$1.4M	0.08%	127
2022 Q3	$4.64M	Sell	88,248 -1,312	-1%	-$77.2K	0.14%	87
2022 Q2	$4.9M	Buy	89,560 +1,608	+2%	+$96.5K	0.15%	85
2022 Q1	$6.1M	Sell	87,952 -424	-0.5%	-$28.9K	0.2%	68
2021 Q4	$6.75M	Sell	88,376 -1,188	-1%	-$88.1K	0.22%	64
2021 Q3	$6.14M	Buy	89,564 +33,636	+60%	+$2.38M	0.22%	64
2021 Q2	$3.8M	Sell	55,928 -20	-0%	-$1.29K	0.15%	75
2021 Q1	$3.4M	Buy	55,948 +8,252	+17%	+$502K	0.18%	78
2020 Q4	$2.88M	Buy	47,696 +32	+0.1%	+$1.82K	0.17%	85
2020 Q3	$2.58M	Buy	47,664 +1,660	+4%	+$87.5K	0.18%	88
2020 Q2	$2.21M	Buy	46,004 +2,432	+6%	+$107K	0.17%	102
2020 Q1	$1.64M	Buy	43,572 +11,020	+34%	+$475K	0.16%	115
2019 Q4	$1.43M	Buy	32,552 +1,296	+4%	+$54.1K	0.18%	110
2019 Q3	$1.25M	Hold	31,256	–	–	0.17%	103
2019 Q2	$1.23M	Hold	31,256	–	–	0.17%	104
2019 Q1	$1.18M	Sell	31,256 -1,064	-3%	-$38.2K	0.22%	88
2018 Q4	$1.06M	Sell	32,320 -1,320	-4%	-$46.5K	0.22%	88
2018 Q3	$1.31M	Buy	33,640 +9,596	+40%	+$363K	0.24%	82
2018 Q2	$864K	Buy	24,044 +5,764	+32%	+$203K	0.18%	99
2018 Q1	$622K	Hold	18,280	–	–	0.13%	125
2017 Q4	$615K	Hold	18,280	–	–	0.13%	126
2017 Q3	$572K	Hold	18,280	–	–	0.13%	125
2017 Q2	$544K	Hold	18,280	–	–	0.13%	124
2017 Q1	$520K	Hold	18,280	–	–	0.13%	127
2016 Q4	$479K	Hold	18,280	–	–	0.13%	133
2016 Q3	$476K	Hold	18,280	–	–	0.13%	120
2016 Q2	$459K	Hold	18,280	–	–	0.13%	127
2016 Q1	$456K	Hold	18,280	–	–	0.14%	121
2015 Q4	$455K	Buy	18,280 +1,400	+8%	+$34.9K	0.14%	118
2015 Q3	$392K	Sell	16,880 -644	-4%	-$15.8K	0.14%	121
2015 Q2	$434K	Buy	17,524 +644	+4%	+$16.2K	0.15%	119
2015 Q1	$417K	Buy	16,880 +1,088	+7%	+$26.6K	0.15%	121
2014 Q4	$377K	Sell	15,792 -1,448	-8%	-$33.9K	0.14%	122
2014 Q3	$395K	Hold	17,240	–	–	0.17%	105
2014 Q2	$392K	Buy	17,240 +4,152	+32%	+$91.1K	0.17%	103
2014 Q1	$283K	Sell	13,088 -284	-2%	-$6.1K	0.13%	130
2013 Q4	$287K	Buy	13,372 +284	+2%	+$5.83K	0.14%	121
2013 Q3	$256K	Hold	13,088	–	–	0.14%	122
2013 Q2	$238K	Buy	+13,088	New	+$240K	0.14%	122

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

Savant Capital's IWF Position: Q1 2026 in Review

Savant Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.3% in Q1 2026, buying an estimated $4.29M and bringing the position to 494,328 shares worth $52.7M. The position accounts for 0.25% of the portfolio, ranked #59.

Savant Capital first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $56.1M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Savant Capital held 494,328 shares of iShares Russell 1000 Growth ETF worth $52.7M as of Q1 2026.
Savant Capital bought 37,768 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.29M.
iShares Russell 1000 Growth ETF made up 0.25% of Savant Capital's portfolio in Q1 2026, its #59 holding.
Savant Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Savant Capital's iShares Russell 1000 Growth ETF position peaked at $56.1M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.