Stage Harbor Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stage Harbor Financial’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	$5.54M	Buy	51,948 +152	+0.3%	+$17.3K	3.67%	8
2025 Q4	$6.13M	Buy	51,796 +276	+0.5%	+$32.7K	4.13%	5
2025 Q3	$6.03M	Sell	51,520 -880	-2%	-$98K	4.41%	5
2025 Q2	$5.56M	Sell	52,400 -18,812	-26%	-$1.8M	4.52%	5
2025 Q1	$6.43M	Sell	71,212 -96	-0.1%	-$9.47K	5.44%	4
2024 Q4	$7.16M	Buy	71,308 +64	+0.1%	+$6.29K	6.23%	4
2024 Q3	$6.77M	Sell	71,244 -3,560	-5%	-$323K	6.16%	4
2024 Q2	$6.82M	Sell	74,804 -48	-0.1%	-$4.1K	6.59%	4
2024 Q1	$6.31M	Hold	74,852	–	–	5.74%	4
2023 Q4	$5.67M	Buy	+74,852	New	+$5.29M	5.47%	5

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

Stage Harbor Financial's IWF Position: Q1 2026 in Review

Stage Harbor Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.29% in Q1 2026, buying an estimated $17.3K and bringing the position to 51,948 shares worth $5.54M. The position accounts for 3.67% of the portfolio, ranked #8.

Stage Harbor Financial first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.16M in Q4 2024. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Stage Harbor Financial held 51,948 shares of iShares Russell 1000 Growth ETF worth $5.54M as of Q1 2026.
Stage Harbor Financial bought 152 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $17.3K.
iShares Russell 1000 Growth ETF made up 3.67% of Stage Harbor Financial's portfolio in Q1 2026, its #8 holding.
Stage Harbor Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Stage Harbor Financial's iShares Russell 1000 Growth ETF position peaked at $7.16M in Q4 2024.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.