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Schneider Downs Wealth Management Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Schneider Downs Wealth Management 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 		$17.7M Buy
165,636
+900
+0.5% +$102K 1.95% 12
2025
Q4 		$19.5M Sell
164,736
-596
-0.4% -$70.6K 2.2% 11
2025
Q3 		$19.4M Sell
165,332
-13,212
-7% -$1.47M 2.3% 11
2025
Q2 		$19M Buy
178,544
+7,844
+5% +$750K 2.83% 10
2025
Q1 		$15.4M Buy
170,700
+3,584
+2% +$354K 2.79% 9
2024
Q4 		$16.8M Sell
167,116
-1,520
-0.9% -$150K 3.16% 9
2024
Q3 		$15.8M Sell
168,636
-4,424
-3% -$401K 3.24% 9
2024
Q2 		$15.8M Buy
173,060
+6,076
+4% +$519K 3.51% 7
2024
Q1 		$14.1M Sell
166,984
-3,696
-2% -$298K 3.24% 9
2023
Q4 		$12.9M Sell
170,680
-17,292
-9% -$1.22M 3.36% 9
2023
Q3 		$12.5M Sell
187,972
-10,016
-5% -$692K 2.9% 9
2023
Q2 		$13.6M Sell
197,988
-13,608
-6% -$865K 3.11% 8
2023
Q1 		$12.9M Sell
211,596
-3,476
-2% -$200K 2.66% 8
2022
Q4 		$11.5M Buy
215,072
+39,108
+22% +$2.15M 2.53% 10
2022
Q3 		$9.26M Sell
175,964
-3,868
-2% -$227K 2.71% 8
2022
Q2 		$9.83M Buy
179,832
+58,368
+48% +$3.5M 2.75% 8
2022
Q1 		$8.43M Buy
121,464
+2,600
+2% +$177K 2.15% 8
2021
Q4 		$9.08M Buy
118,864
+1,968
+2% +$146K 2.17% 8
2021
Q3 		$8.01M Sell
116,896
-192
-0.2% -$13.6K 2.07% 8
2021
Q2 		$7.95M Sell
117,088
-288
-0.2% -$18.6K 2.06% 9
2021
Q1 		$7.13M Sell
117,376
-2,300
-2% -$140K 1.74% 9
2020
Q4 		$7.21M Sell
119,676
-8,800
-7% -$501K 2.01% 9
2020
Q3 		$6.97M Sell
128,476
-18,328
-12% -$966K 2.34% 8
2020
Q2 		$7.04M Buy
146,804
+1,104
+0.8% +$48.7K 2.41% 6
2020
Q1 		$5.49M Sell
145,700
-1,520
-1% -$65.5K 2.01% 10
2019
Q4 		$6.47M Sell
147,220
-1,772
-1% -$74K 1.93% 8
2019
Q3 		$5.95M Sell
148,992
-19,648
-12% -$788K 1.85% 8
2019
Q2 		$6.63M Sell
168,640
-8,564
-5% -$331K 2.31% 7
2019
Q1 		$6.71M Sell
177,204
-33,452
-16% -$1.2M 2.53% 6
2018
Q4 		$6.89M Buy
210,656
+42,464
+25% +$1.5M 2.98% 6
2018
Q3 		$6.56M Buy
168,192
+8,768
+5% +$332K 4.15% 5
2018
Q2 		$5.73M Buy
159,424
+20,452
+15% +$722K 3.81% 5
2018
Q1 		$4.73M Buy
138,972
+7,768
+6% +$272K 2.67% 6
2017
Q4 		$4.42M Sell
131,204
-4,548
-3% -$149K 2.55% 6
2017
Q3 		$4.24M Sell
135,752
-8,820
-6% -$270K 2.74% 6
2017
Q2 		$4.3M Sell
144,572
-20,572
-12% -$604K 2.82% 6
2017
Q1 		$4.7M Buy
165,144
+1,596
+1% +$44.3K 3.21% 5
2016
Q4 		$4.29M Buy
163,548
+11,876
+8% +$308K 2.92% 5
2016
Q3 		$3.95M Sell
151,672
-4,448
-3% -$116K 2.56% 6
2016
Q2 		$3.92M Sell
156,120
-2,680
-2% -$66.9K 2.64% 7
2016
Q1 		$3.96M Sell
158,800
-3,916
-2% -$92.5K 2.76% 5
2015
Q4 		$4.05M Buy
+162,716
New +$4.06M 4.69% 5

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

Schneider Downs Wealth Management Advisors's IWF Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.55% in Q1 2026, buying an estimated $102K and bringing the position to 165,636 shares worth $17.7M. The position accounts for 1.95% of the portfolio, ranked #12.

Schneider Downs Wealth Management Advisors first reported a position in IWF in Q4 2015 and has held it in 42 quarters since. The position peaked at $19.5M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 165,636 shares of iShares Russell 1000 Growth ETF worth $17.7M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors bought 900 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $102K.
  • iShares Russell 1000 Growth ETF made up 1.95% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #12 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Schneider Downs Wealth Management Advisors's iShares Russell 1000 Growth ETF position peaked at $19.5M in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.