Savvy Advisors Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Savvy Advisors Inc’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	$5.1M	Buy	47,860 +10,944	+30%	+$1.24M	0.14%	120
2025 Q4	$4.37M	Buy	36,916 +1,544	+4%	+$183K	0.14%	113
2025 Q3	$4.14M	Buy	35,372 +852	+2%	+$94.9K	0.19%	88
2025 Q2	$3.66M	Buy	34,520 +7,472	+28%	+$714K	0.24%	65
2025 Q1	$2.44M	Buy	27,048 +3,968	+17%	+$391K	0.25%	71
2024 Q4	$2.32M	Buy	23,080 +644	+3%	+$63.3K	0.28%	61
2024 Q3	$2.11M	Buy	22,436 +6,200	+38%	+$562K	0.43%	43
2024 Q2	$1.48M	Buy	16,236 +4,652	+40%	+$397K	0.48%	44
2024 Q1	$976K	Buy	11,584 +844	+8%	+$68K	0.56%	46
2023 Q4	$814K	Buy	+10,740	New	+$759K	0.79%	28

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

Savvy Advisors Inc's IWF Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q1 2026, buying an estimated $1.24M and bringing the position to 47,860 shares worth $5.1M. The position accounts for 0.14% of the portfolio, ranked #120.

Savvy Advisors Inc first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Savvy Advisors Inc held 47,860 shares of iShares Russell 1000 Growth ETF worth $5.1M as of Q1 2026.
Savvy Advisors Inc bought 10,944 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.24M.
iShares Russell 1000 Growth ETF made up 0.14% of Savvy Advisors Inc's portfolio in Q1 2026, its #120 holding.
Savvy Advisors Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.