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Soltis Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Soltis Investment 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 		$3.23M Sell
30,308
-236
-0.8% -$26.8K 0.2% 119
2025
Q4 		$3.61M Buy
30,544
+1,388
+5% +$164K 0.24% 99
2025
Q3 		$3.41M Buy
29,156
+1,024
+4% +$114K 0.24% 99
2025
Q2 		$2.99M Sell
28,132
-2,852
-9% -$273K 0.23% 103
2025
Q1 		$2.8M Buy
30,984
+748
+2% +$73.8K 0.25% 101
2024
Q4 		$3.04M Sell
30,236
-360
-1% -$35.4K 0.28% 97
2024
Q3 		$2.87M Sell
30,596
-452
-1% -$41K 0.28% 99
2024
Q2 		$2.83M Sell
31,048
-40
-0.1% -$3.42K 0.3% 92
2024
Q1 		$2.62M Buy
31,088
+916
+3% +$73.8K 0.29% 101
2023
Q4 		$2.29M Buy
30,172
+4,012
+15% +$284K 0.26% 102
2023
Q3 		$1.74M Sell
26,160
-1,172
-4% -$80.9K 0.22% 113
2023
Q2 		$1.88M Sell
27,332
-124
-0.5% -$7.88K 0.22% 111
2023
Q1 		$1.68M Buy
27,456
+7,352
+37% +$424K 0.21% 118
2022
Q4 		$1.08M Sell
20,104
-2,204
-10% -$121K 0.14% 123
2022
Q3 		$1.17M Buy
22,308
+6,676
+43% +$393K 0.18% 116
2022
Q2 		$855K Buy
15,632
+3,632
+30% +$218K 0.12% 132
2022
Q1 		$833K Sell
12,000
-1,028
-8% -$70.2K 0.12% 137
2021
Q4 		$995K Buy
13,028
+348
+3% +$25.8K 0.14% 128
2021
Q3 		$869K Buy
12,680
+2,900
+30% +$205K 0.13% 124
2021
Q2 		$664K Buy
9,780
+340
+4% +$21.9K 0.11% 146
2021
Q1 		$574K Sell
9,440
-8
-0.1% -$487 0.1% 139
2020
Q4 		$569K Buy
9,448
+5,364
+131% +$305K 0.11% 131
2020
Q3 		$222K Buy
+4,084
New +$215K 0.05% 186

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

Soltis Investment Advisors's IWF Position: Q1 2026 in Review

Soltis Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.77% in Q1 2026, selling an estimated $26.8K and leaving 30,308 shares worth $3.23M. The position accounts for 0.2% of the portfolio, ranked #119.

Soltis Investment Advisors first reported a position in IWF in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.61M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Soltis Investment Advisors held 30,308 shares of iShares Russell 1000 Growth ETF worth $3.23M as of Q1 2026.
  • Soltis Investment Advisors sold 236 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $26.8K.
  • iShares Russell 1000 Growth ETF made up 0.2% of Soltis Investment Advisors's portfolio in Q1 2026, its #119 holding.
  • Soltis Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Soltis Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $3.61M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.