Simplex Trading
IWF icon

Simplex Trading’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Simplex Trading’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 		– Sell
-18,212
Closed -$2.15M – 9600
2025
Q4 		$2.15M Buy
18,212
+3,348
+23% +$397K ﹤0.01% 1923
2025
Q3 		$1.74M Sell
14,864
-4,172
-22% -$465K ﹤0.01% 2460
2025
Q2 		$2.02M Buy
+19,036
New +$1.82M ﹤0.01% 2099
2024
Q3 		– Sell
-23,216
Closed -$2.12M – 9005
2024
Q2 		$2.12M Buy
23,216
+11,744
+102% +$1M ﹤0.01% 2152
2024
Q1 		$966K Sell
11,472
-41,340
-78% -$3.33M ﹤0.01% 3157
2023
Q4 		$4M Sell
52,812
-33,920
-39% -$2.4M ﹤0.01% 1758
2023
Q3 		$5.77M Sell
86,732
-25,144
-22% -$1.74M ﹤0.01% 1243
2023
Q2 		$7.7M Buy
111,876
+105,712
+1,715% +$6.72M 0.01% 1053
2023
Q1 		$376K Sell
6,164
-17,912
-74% -$1.03M ﹤0.01% 3573
2022
Q4 		$1.29M Buy
+24,076
New +$1.32M ﹤0.01% 2233
2022
Q2 		– Sell
-20,556
Closed -$1.43M – 10489
2022
Q1 		$1.43M Sell
20,556
-25,588
-55% -$1.75M ﹤0.01% 2467
2021
Q4 		$3.52M Sell
46,144
-2,488
-5% -$184K ﹤0.01% 1502
2021
Q3 		$3.31M Buy
48,632
+3,124
+7% +$221K ﹤0.01% 1573
2021
Q2 		$3.09M Buy
+45,508
New +$2.93M ﹤0.01% 1644
2021
Q1 		– Sell
-112,076
Closed -$6.76M – 9371
2020
Q4 		$6.76M Buy
+112,076
New +$6.38M 0.01% 790
2020
Q3 		– Sell
-58,980
Closed -$2.83M – 8119
2020
Q2 		$2.83M Buy
+58,980
New +$2.6M ﹤0.01% 1237
2019
Q4 		– Sell
-3,500
Closed -$139K – 7605
2019
Q3 		$139K Buy
+3,500
New +$140K ﹤0.01% 3956
2016
Q4 		– Sell
-13,960
Closed -$363K – 6163
2016
Q3 		$363K Buy
13,960
+13,208
+1,756% +$343K 0.02% 671
2016
Q2 		$18K Sell
752
-8,496
-92% -$212K ﹤0.01% 2986
2016
Q1 		$230K Buy
+9,248
New +$219K 0.02% 800

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

Simplex Trading's IWF Position: Q1 2026 in Review

Simplex Trading sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 18,212 shares — an estimated $2.15M sold.

Simplex Trading first reported a position in IWF in Q1 2016 and held it in 20 quarters. The position peaked at $7.7M in Q2 2023. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Simplex Trading reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 18,212 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.15M.
  • Simplex Trading first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and held it in 20 quarters.
  • Simplex Trading's iShares Russell 1000 Growth ETF position peaked at $7.7M in Q2 2023.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.