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

Strategic 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 		$228K Hold
2,136
– – 0.04% 172
2025
Q4 		$253K Hold
2,136
– – 0.04% 166
2025
Q3 		$250K Hold
2,136
– – 0.04% 169
2025
Q2 		$227K Buy
+2,136
New +$204K 0.04% 162
2025
Q1 		– Sell
-2,136
Closed -$214K – 195
2024
Q4 		$214K Hold
2,136
– – 0.04% 184
2024
Q3 		$200K Buy
+2,136
New +$194K 0.04% 198
2022
Q1 		– Sell
-3,928
Closed -$300K – 202
2021
Q4 		$300K Buy
+3,928
New +$291K 0.04% 167
2021
Q2 		– Sell
-3,380
Closed -$205K – 171
2021
Q1 		$205K Buy
+3,380
New +$206K 0.06% 148
2020
Q1 		– Sell
-6,996
Closed -$308K – 159
2019
Q4 		$308K Buy
6,996
+28
+0.4% +$1.17K 0.11% 137
2019
Q3 		$278K Hold
6,968
– – 0.1% 144
2019
Q2 		$274K Buy
6,968
+12
+0.2% +$464 0.1% 141
2019
Q1 		$263K Sell
6,956
-2,248
-24% -$80.8K 0.1% 142
2018
Q4 		$301K Sell
9,204
-2,016
-18% -$71.1K 0.13% 119
2018
Q3 		$438K Buy
11,220
+2,164
+24% +$81.9K 0.16% 108
2018
Q2 		$326K Sell
9,056
-924
-9% -$32.6K 0.13% 117
2018
Q1 		$340K Sell
9,980
-2,944
-23% -$103K 0.14% 113
2017
Q4 		$435K Sell
12,924
-2,124
-14% -$69.6K 0.18% 104
2017
Q3 		$470K Sell
15,048
-632
-4% -$19.3K 0.2% 103
2017
Q2 		$467K Buy
15,680
+112
+0.7% +$3.29K 0.21% 98
2017
Q1 		$443K Sell
15,568
-1,964
-11% -$54.5K 0.21% 95
2016
Q4 		$460K Sell
17,532
-6,312
-26% -$164K 0.24% 89
2016
Q3 		$621K Buy
23,844
+2,072
+10% +$53.9K 0.35% 81
2016
Q2 		$546K Sell
21,772
-12,036
-36% -$301K 0.32% 85
2016
Q1 		$843K Buy
+33,808
New +$799K 0.48% 68

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

Strategic Advisors's IWF Position: Q1 2026 in Review

Strategic Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,136 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #172.

Strategic Advisors first reported a position in IWF in Q1 2016 and has held it in 24 quarters since. The position peaked at $843K in Q1 2016. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Strategic Advisors held 2,136 shares of iShares Russell 1000 Growth ETF worth $228K as of Q1 2026.
  • Strategic Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.04% of Strategic Advisors's portfolio in Q1 2026, its #172 holding.
  • Strategic Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 24 quarters since.
  • Strategic Advisors's iShares Russell 1000 Growth ETF position peaked at $843K in Q1 2016.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.