Sharp Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sharp Financial Services’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	$1.36M	Sell	12,760 -756	-6%	-$85.8K	0.67%	18
2025 Q4	$1.6M	Hold	13,516	–	–	0.8%	23
2025 Q3	$1.58M	Sell	13,516 -100	-0.7%	-$11.1K	0.86%	20
2025 Q2	$1.45M	Buy	13,616 +460	+3%	+$44K	0.93%	13
2025 Q1	$1.19M	Buy	13,156 +500	+4%	+$49.3K	0.91%	12
2024 Q4	$1.27M	Buy	12,656 +300	+2%	+$29.5K	0.96%	18
2024 Q3	$1.16M	Sell	12,356 -1,420	-10%	-$129K	0.9%	20
2024 Q2	$1.26M	Buy	13,776 +4,916	+55%	+$420K	1.08%	18
2024 Q1	$747K	Buy	8,860 +980	+12%	+$79K	0.69%	29
2023 Q4	$597K	Buy	+7,880	New	+$557K	0.65%	30

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

Sharp Financial Services's IWF Position: Q1 2026 in Review

Sharp Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q1 2026, selling an estimated $85.8K and leaving 12,760 shares worth $1.36M. The position accounts for 0.67% of the portfolio, ranked #18.

Sharp Financial Services first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Sharp Financial Services held 12,760 shares of iShares Russell 1000 Growth ETF worth $1.36M as of Q1 2026.
Sharp Financial Services sold 756 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $85.8K.
iShares Russell 1000 Growth ETF made up 0.67% of Sharp Financial Services's portfolio in Q1 2026, its #18 holding.
Sharp Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Sharp Financial Services's iShares Russell 1000 Growth ETF position peaked at $1.6M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.