Steel Grove Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Steel Grove Capital 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	–	Sell	-4,800	Closed	-$568K	–	228
2025 Q4	$568K	Hold	4,800	–	–	0.06%	111
2025 Q3	$509K	Hold	4,800	–	–	0.06%	125
2025 Q2	$509K	Hold	4,800	–	–	0.06%	126
2025 Q1	$433K	Hold	4,800	–	–	0.07%	118
2024 Q4	$482K	Sell	4,800 -4,880	-50%	-$480K	0.07%	118
2024 Q3	$904K	Sell	9,680 -56	-0.6%	-$5.08K	0.13%	86
2024 Q2	$887K	Sell	9,736 -3,184	-25%	-$272K	0.12%	85
2024 Q1	$1.09M	Sell	12,920 -4,060	-24%	-$327K	0.14%	84
2023 Q4	$1.29M	Sell	16,980 -2,100	-11%	-$149K	0.17%	70
2023 Q3	$1.27M	Sell	19,080 -5,736	-23%	-$396K	0.17%	80
2023 Q2	$1.71M	Sell	24,816 -1,480	-6%	-$94.1K	0.21%	74
2023 Q1	$1.61M	Sell	26,296 -940	-3%	-$54.2K	0.21%	77
2022 Q4	$1.46M	Sell	27,236 -23,952	-47%	-$1.32M	0.21%	73
2022 Q3	$2.69M	Buy	+51,188	New	+$3.01M	0.48%	21
2019 Q1	–	Sell	-176,912	Closed	-$5.79M	–	191
2018 Q4	$5.79M	Buy	+176,912	New	+$6.24M	0.82%	38

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

Steel Grove Capital Advisors's IWF Position: Q1 2026 in Review

Steel Grove Capital Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 4,800 shares — an estimated $568K sold.

Steel Grove Capital Advisors first reported a position in IWF in Q4 2018 and held it in 15 quarters. The position peaked at $5.79M in Q4 2018. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Steel Grove Capital Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Steel Grove Capital Advisors sold 4,800 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $568K.
Steel Grove Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 15 quarters.
Steel Grove Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $5.79M in Q4 2018.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.