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

SRH 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	$152K	Hold	1,424	–	–	0.04%	79
2025 Q4	$168K	Hold	1,424	–	–	0.05%	73
2025 Q3	$167K	Hold	1,424	–	–	0.05%	72
2025 Q2	$151K	Hold	1,424	–	–	0.05%	72
2025 Q1	$129K	Hold	1,424	–	–	0.04%	79
2024 Q4	$143K	Hold	1,424	–	–	0.04%	71
2024 Q3	$134K	Hold	1,424	–	–	0.04%	80
2024 Q2	$130K	Hold	1,424	–	–	0.04%	76
2024 Q1	$120K	Hold	1,424	–	–	0.04%	81
2023 Q4	$108K	Hold	1,424	–	–	0.04%	81
2023 Q3	$94.7K	Hold	1,424	–	–	0.05%	85
2023 Q2	$87K	Hold	1,424	–	–	0.05%	91
2023 Q1	$87K	Hold	1,424	–	–	0.05%	90
2022 Q4	$76K	Hold	1,424	–	–	0.04%	95
2022 Q3	$75K	Hold	1,424	–	–	0.1%	96
2022 Q2	$78K	Hold	1,424	–	–	0.1%	94
2022 Q1	$99K	Hold	1,424	–	–	0.11%	90
2021 Q4	$109K	Hold	1,424	–	–	0.12%	88
2021 Q3	$98K	Hold	1,424	–	–	0.12%	87
2021 Q2	$97K	Hold	1,424	–	–	0.12%	84
2021 Q1	$87K	Hold	1,424	–	–	0.12%	78
2020 Q4	$86K	Hold	1,424	–	–	0.14%	76
2020 Q3	$77K	Hold	1,424	–	–	0.15%	72
2020 Q2	$68K	Hold	1,424	–	–	0.17%	69
2020 Q1	$54K	Hold	1,424	–	–	0.15%	71
2019 Q4	$63K	Hold	1,424	–	–	0.2%	74
2019 Q3	$57K	Hold	1,424	–	–	0.19%	78
2019 Q2	$56K	Hold	1,424	–	–	0.19%	78
2019 Q1	$54K	Hold	1,424	–	–	0.19%	78
2018 Q4	$47K	Hold	1,424	–	–	0.18%	78
2018 Q3	$56K	Hold	1,424	–	–	0.19%	83
2018 Q2	$51K	Hold	1,424	–	–	0.19%	83
2018 Q1	$48K	Buy	+1,424	New	+$49.9K	0.19%	79

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

SRH Advisors's IWF Position: Q1 2026 in Review

SRH Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,424 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #79.

SRH Advisors first reported a position in IWF in Q1 2018 and has held it in 33 quarters since. The position peaked at $168K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

SRH Advisors held 1,424 shares of iShares Russell 1000 Growth ETF worth $152K as of Q1 2026.
SRH Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.04% of SRH Advisors's portfolio in Q1 2026, its #79 holding.
SRH Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
SRH Advisors's iShares Russell 1000 Growth ETF position peaked at $168K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.