Smartleaf Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Smartleaf Asset Management’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	$6.36M	Buy	61,888 +784	+1%	+$89K	0.23%	77
2025 Q4	$7.29M	Sell	61,104 -29,920	-33%	-$3.54M	0.28%	69
2025 Q3	$10.6M	Buy	91,024 +73,772	+428%	+$8.21M	0.66%	23
2025 Q2	$1.82M	Buy	17,252 +14,852	+619%	+$1.42M	0.16%	137
2025 Q1	$216K	Buy	2,400 +1,196	+99%	+$118K	0.02%	541
2024 Q4	$122K	Sell	1,204 -156	-11%	-$15.3K	0.01%	749
2024 Q3	$127K	Buy	1,360 +228	+20%	+$20.7K	0.02%	635
2024 Q2	$104K	Buy	1,132 +4	+0.4%	+$342	0.02%	563
2024 Q1	$95.5K	Hold	1,128	–	–	0.02%	535
2023 Q4	$85.8K	Buy	+1,128	New	+$79.8K	0.02%	450

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

Smartleaf Asset Management's IWF Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q1 2026, buying an estimated $89K and bringing the position to 61,888 shares worth $6.36M. The position accounts for 0.23% of the portfolio, ranked #77.

Smartleaf Asset Management first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.6M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Smartleaf Asset Management held 61,888 shares of iShares Russell 1000 Growth ETF worth $6.36M as of Q1 2026.
Smartleaf Asset Management bought 784 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $89K.
iShares Russell 1000 Growth ETF made up 0.23% of Smartleaf Asset Management's portfolio in Q1 2026, its #77 holding.
Smartleaf Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares Russell 1000 Growth ETF position peaked at $10.6M in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.