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

Simplicity Wealth’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	$4.17M	Buy	39,124 +860	+2%	+$97.6K	0.24%	97
2025 Q4	$4.53M	Sell	38,264 -47,168	-55%	-$5.59M	0.27%	83
2025 Q3	$10M	Sell	85,432 -33,708	-28%	-$3.75M	0.58%	29
2025 Q2	$12.6M	Buy	119,140 +31,988	+37%	+$3.06M	0.53%	38
2025 Q1	$7.87M	Buy	87,152 +39,536	+83%	+$3.9M	0.61%	30
2024 Q4	$4.78M	Sell	47,616 -36,684	-44%	-$3.61M	1%	21
2024 Q3	$7.91M	Sell	84,300 -72,004	-46%	-$6.53M	0.73%	28
2024 Q2	$14.2M	Sell	156,304 -29,580	-16%	-$2.53M	0.32%	58
2024 Q1	$15.7M	Buy	185,884 +144,248	+346%	+$11.6M	0.37%	46
2023 Q4	$3.16M	Buy	41,636 +12,000	+40%	+$849K	1.22%	18
2023 Q3	$1.97M	Sell	29,636 -1,636	-5%	-$113K	1.15%	20
2023 Q2	$2.15M	Buy	31,272 +9,516	+44%	+$605K	1.34%	18
2023 Q1	$1.33M	Buy	21,756 +14,336	+193%	+$826K	0.88%	24
2022 Q4	$397K	Buy	+7,420	New	+$408K	0.35%	39

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

Simplicity Wealth's IWF Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q1 2026, buying an estimated $97.6K and bringing the position to 39,124 shares worth $4.17M. The position accounts for 0.24% of the portfolio, ranked #97.

Simplicity Wealth first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.7M in Q1 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Simplicity Wealth held 39,124 shares of iShares Russell 1000 Growth ETF worth $4.17M as of Q1 2026.
Simplicity Wealth bought 860 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $97.6K.
iShares Russell 1000 Growth ETF made up 0.24% of Simplicity Wealth's portfolio in Q1 2026, its #97 holding.
Simplicity Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Simplicity Wealth's iShares Russell 1000 Growth ETF position peaked at $15.7M in Q1 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.