SFMG Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SFMG Wealth 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	$1.82M	Buy	17,088 +1,328	+8%	+$151K	0.12%	77
2025 Q4	$1.86M	Buy	15,760 +1,428	+10%	+$169K	0.13%	77
2025 Q3	$1.68M	Buy	14,332 +8,884	+163%	+$989K	0.12%	81
2025 Q2	$578K	Hold	5,448	–	–	0.04%	138
2025 Q1	$492K	Sell	5,448 -268	-5%	-$26.4K	0.04%	151
2024 Q4	$574K	Hold	5,716	–	–	0.05%	133
2024 Q3	$536K	Buy	5,716 +2,480	+77%	+$225K	0.04%	135
2024 Q2	$295K	Sell	3,236 -72	-2%	-$6.15K	0.03%	195
2024 Q1	$279K	Buy	3,308 +620	+23%	+$50K	0.02%	204
2023 Q4	$204K	Buy	+2,688	New	+$190K	0.02%	240
2023 Q1	–	Sell	-6,476	Closed	-$347K	–	268
2022 Q4	$347K	Buy	+6,476	New	+$356K	0.04%	167
2022 Q1	–	Sell	-2,688	Closed	-$205K	–	314
2021 Q4	$205K	Buy	+2,688	New	+$199K	0.02%	264

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

SFMG Wealth Advisors's IWF Position: Q1 2026 in Review

SFMG Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.4% in Q1 2026, buying an estimated $151K and bringing the position to 17,088 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #77.

SFMG Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.86M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

SFMG Wealth Advisors held 17,088 shares of iShares Russell 1000 Growth ETF worth $1.82M as of Q1 2026.
SFMG Wealth Advisors bought 1,328 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $151K.
iShares Russell 1000 Growth ETF made up 0.12% of SFMG Wealth Advisors's portfolio in Q1 2026, its #77 holding.
SFMG Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 12 quarters since.
SFMG Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.86M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.