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

Stifel 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	$535M	Sell	5,020,604 -116,140	-2%	-$13.2M	0.49%	34
2025 Q4	$608M	Buy	5,136,744 +643,352	+14%	+$76.2M	0.55%	28
2025 Q3	$526M	Sell	4,493,392 -557,516	-11%	-$62.1M	0.48%	39
2025 Q2	$536M	Sell	5,050,908 -297,836	-6%	-$28.5M	0.52%	36
2025 Q1	$483M	Buy	5,348,744 +900	+0%	+$88.8K	0.51%	41
2024 Q4	$537M	Buy	5,347,844 +340,688	+7%	+$33.5M	0.56%	31
2024 Q3	$470M	Sell	5,007,156 -1,027,268	-17%	-$93.1M	0.49%	42
2024 Q2	$550M	Buy	6,034,424 +45,080	+0.8%	+$3.85M	0.62%	28
2024 Q1	$505M	Buy	5,989,344 +260,392	+5%	+$21M	0.58%	33
2023 Q4	$434M	Buy	5,728,952 +222,456	+4%	+$15.7M	0.55%	35
2023 Q3	$366M	Buy	5,506,496 +51,912	+1%	+$3.58M	0.51%	44
2023 Q2	$375M	Buy	5,454,584 +411,060	+8%	+$26.1M	0.51%	45
2023 Q1	$308M	Buy	5,043,524 +336,668	+7%	+$19.4M	0.44%	55
2022 Q4	$252M	Sell	4,706,856 -103,960	-2%	-$5.72M	0.38%	64
2022 Q3	$253M	Sell	4,810,816 -155,696	-3%	-$9.16M	0.41%	56
2022 Q2	$272M	Sell	4,966,512 -1,456,040	-23%	-$87.4M	0.43%	56
2022 Q1	$446M	Buy	6,422,552 +450,328	+8%	+$30.7M	0.61%	30
2021 Q4	$456M	Buy	5,972,224 +672,452	+13%	+$49.8M	0.6%	29
2021 Q3	$363M	Buy	5,299,772 +207,184	+4%	+$14.7M	0.53%	41
2021 Q2	$346M	Buy	5,092,588 +1,166,636	+30%	+$75.2M	0.52%	42
2021 Q1	$239M	Buy	3,925,952 +534,124	+16%	+$32.5M	0.39%	60
2020 Q4	$204M	Sell	3,391,828 -27,900	-0.8%	-$1.59M	0.36%	68
2020 Q3	$185M	Sell	3,419,728 -925,092	-21%	-$48.7M	0.38%	68
2020 Q2	$208M	Sell	4,344,820 -55,948	-1%	-$2.47M	0.48%	54
2020 Q1	$166M	Sell	4,400,768 -647,552	-13%	-$27.9M	0.46%	55
2019 Q4	$222M	Buy	5,048,320 +1,564,344	+45%	+$65.3M	0.46%	51
2019 Q3	$139M	Buy	3,483,976 +607,296	+21%	+$24.3M	0.35%	61
2019 Q2	$113M	Sell	2,876,680 -65,572	-2%	-$2.54M	0.29%	82
2019 Q1	$111M	Sell	2,942,252 -253,544	-8%	-$9.11M	0.31%	72
2018 Q4	$105M	Buy	3,195,796 +173,304	+6%	+$6.11M	0.34%	67
2018 Q3	$118M	Sell	3,022,492 -25,900	-0.8%	-$981K	0.34%	65
2018 Q2	$109M	Buy	3,048,392 +99,388	+3%	+$3.51M	0.34%	68
2018 Q1	$100M	Sell	2,949,004 -783,148	-21%	-$27.5M	0.32%	73
2017 Q4	$126M	Buy	3,732,152 +158,176	+4%	+$5.18M	0.4%	51
2017 Q3	$112M	Sell	3,573,976 -278,116	-7%	-$8.51M	0.39%	52
2017 Q2	$115M	Buy	3,852,092 +534,208	+16%	+$15.7M	0.42%	47
2017 Q1	$94.4M	Sell	3,317,884 -1,064,708	-24%	-$29.5M	0.37%	56
2016 Q4	$115M	Buy	4,382,592 +316,452	+8%	+$8.21M	0.49%	36
2016 Q3	$106M	Buy	4,066,140 +139,708	+4%	+$3.63M	0.48%	36
2016 Q2	$98.5M	Buy	3,926,432 +914,308	+30%	+$22.8M	0.46%	39
2016 Q1	$75.1M	Buy	3,012,124 +207,816	+7%	+$4.91M	0.4%	58
2015 Q4	$69.7M	Sell	2,804,308 -23,800	-0.8%	-$594K	0.36%	62
2015 Q3	$65.8M	Buy	2,828,108 +13,860	+0.5%	+$341K	0.37%	62
2015 Q2	$69.6M	Buy	2,814,248 +139,896	+5%	+$3.52M	0.36%	58
2015 Q1	$66.1M	Buy	2,674,352 +529,552	+25%	+$12.9M	0.36%	52
2014 Q4	$51.3M	Buy	2,144,800 +49,604	+2%	+$1.16M	0.28%	78
2014 Q3	$48M	Buy	2,095,196 +10,236	+0.5%	+$234K	0.42%	35
2014 Q2	$47.4M	Buy	2,084,960 +78,772	+4%	+$1.73M	0.43%	33
2014 Q1	$43.4M	Buy	+2,006,188	New	+$43.1M	0.42%	37

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

Stifel Financial's IWF Position: Q1 2026 in Review

Stifel Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q1 2026, selling an estimated $13.2M and leaving 5,020,604 shares worth $535M. The position accounts for 0.49% of the portfolio, ranked #34.

Stifel Financial first reported a position in IWF in Q1 2014 and has held it in 49 quarters since. The position peaked at $608M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Stifel Financial held 5,020,604 shares of iShares Russell 1000 Growth ETF worth $535M as of Q1 2026.
Stifel Financial sold 116,140 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $13.2M.
iShares Russell 1000 Growth ETF made up 0.49% of Stifel Financial's portfolio in Q1 2026, its #34 holding.
Stifel Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and has held it in 49 quarters since.
Stifel Financial's iShares Russell 1000 Growth ETF position peaked at $608M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.