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Stone Summit Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stone Summit Wealth’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 		$603K Sell
5,660
-20
-0.4% -$2.27K 0.17% 82
2025
Q4 		$672K Hold
5,680
– – 0.18% 81
2025
Q3 		$665K Sell
5,680
-152
-3% -$16.9K 0.19% 84
2025
Q2 		$619K Hold
5,832
– – 0.19% 86
2025
Q1 		$526K Sell
5,832
-1,108
-16% -$109K 0.18% 92
2024
Q4 		$697K Sell
6,940
-100
-1% -$9.84K 0.23% 79
2024
Q3 		$661K Sell
7,040
-44
-0.6% -$3.99K 0.21% 84
2024
Q2 		$646K Sell
7,084
-12
-0.2% -$1.02K 0.23% 82
2024
Q1 		$598K Sell
7,096
-60
-0.8% -$4.83K 0.21% 88
2023
Q4 		$542K Sell
7,156
-36
-0.5% -$2.55K 0.21% 95
2023
Q3 		$478K Buy
7,192
+120
+2% +$8.29K 0.21% 98
2023
Q2 		$487K Buy
7,072
+1,032
+17% +$65.6K 0.2% 94
2023
Q1 		$369K Sell
6,040
-60
-1% -$3.46K 0.16% 104
2022
Q4 		$327K Hold
6,100
– – 0.16% 110
2022
Q3 		$321K Sell
6,100
-128
-2% -$7.53K 0.2% 100
2022
Q2 		$341K Sell
6,228
-624
-9% -$37.5K 0.2% 101
2022
Q1 		$478K Sell
6,852
-100
-1% -$6.83K 0.27% 87
2021
Q4 		$532K Buy
+6,952
New +$515K 0.43% 72

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

Stone Summit Wealth's IWF Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.35% in Q1 2026, selling an estimated $2.27K and leaving 5,660 shares worth $603K. The position accounts for 0.17% of the portfolio, ranked #82.

Stone Summit Wealth first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $697K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Stone Summit Wealth held 5,660 shares of iShares Russell 1000 Growth ETF worth $603K as of Q1 2026.
  • Stone Summit Wealth sold 20 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.27K.
  • iShares Russell 1000 Growth ETF made up 0.17% of Stone Summit Wealth's portfolio in Q1 2026, its #82 holding.
  • Stone Summit Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's iShares Russell 1000 Growth ETF position peaked at $697K in Q4 2024.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.