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

Strata Wealth 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	$258K	Hold	2,424	–	–	0.07%	80
2025 Q4	$287K	Hold	2,424	–	–	0.08%	76
2025 Q3	$284K	Hold	2,424	–	–	0.07%	82
2025 Q2	$257K	Hold	2,424	–	–	0.07%	69
2025 Q1	$219K	Sell	2,424 -288	-11%	-$28.4K	0.07%	66
2024 Q4	$272K	Hold	2,712	–	–	0.09%	69
2024 Q3	$255K	Hold	2,712	–	–	0.08%	66
2024 Q2	$247K	Hold	2,712	–	–	0.09%	65
2024 Q1	$229K	Hold	2,712	–	–	0.08%	70
2023 Q4	$206K	Buy	+2,712	New	+$192K	0.08%	65

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

Strata Wealth Advisors's IWF Position: Q1 2026 in Review

Strata Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,424 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #80.

Strata Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $287K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Strata Wealth Advisors held 2,424 shares of iShares Russell 1000 Growth ETF worth $258K as of Q1 2026.
Strata Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.07% of Strata Wealth Advisors's portfolio in Q1 2026, its #80 holding.
Strata Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Strata Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $287K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.