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Strategic Family Wealth Counselors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Strategic Family Wealth Counselors’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 		$6.52M Buy
61,196
+1,140
+2% +$129K 1.71% 20
2025
Q4 		$6.89M Buy
60,056
+2,212
+4% +$262K 1.55% 22
2025
Q3 		$6.77M Buy
57,844
+488
+0.9% +$54.3K 1.74% 18
2025
Q2 		$6.09M Sell
57,356
-864
-1% -$82.6K 1.73% 19
2025
Q1 		$5.26M Buy
58,220
+572
+1% +$56.4K 1.71% 19
2024
Q4 		$5.79M Buy
57,648
+1,952
+4% +$192K 1.88% 19
2024
Q3 		$5.23M Buy
55,696
+1,144
+2% +$104K 1.83% 20
2024
Q2 		$4.97M Buy
54,552
+396
+0.7% +$33.8K 1.89% 20
2024
Q1 		$4.56M Buy
54,156
+1,008
+2% +$81.2K 1.8% 21
2023
Q4 		$4.03M Buy
53,148
+320
+0.6% +$22.6K 1.69% 22
2023
Q3 		$3.51M Buy
52,828
+832
+2% +$57.5K 1.69% 23
2023
Q2 		$3.58M Buy
51,996
+488
+0.9% +$31K 1.64% 23
2023
Q1 		$3.15M Buy
51,508
+176
+0.3% +$10.1K 1.49% 24
2022
Q4 		$2.75M Sell
51,332
-31,292
-38% -$1.72M 1.36% 26
2022
Q3 		$4.35M Buy
82,624
+18,620
+29% +$1.09M 2.13% 18
2022
Q2 		$3.5M Buy
64,004
+4,116
+7% +$247K 1.68% 23
2022
Q1 		$4.16M Sell
59,888
-736
-1% -$50.2K 1.68% 23
2021
Q4 		$4.63M Buy
60,624
+2,392
+4% +$177K 1.49% 22
2021
Q3 		$3.99M Buy
58,232
+8,912
+18% +$630K 1.36% 23
2021
Q2 		$3.35M Buy
49,320
+6,720
+16% +$433K 1.09% 24
2021
Q1 		$2.59M Sell
42,600
-712
-2% -$43.3K 0.98% 25
2020
Q4 		$2.61M Buy
43,312
+3,648
+9% +$208K 1.35% 23
2020
Q3 		$2.15M Buy
39,664
+4,940
+14% +$260K 1.21% 22
2020
Q2 		$1.67M Buy
34,724
+6,028
+21% +$266K 1.05% 24
2020
Q1 		$1.08M Buy
+28,696
New +$1.24M 0.81% 29

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 $424B AUM 22.96% 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 Family Wealth Counselors's IWF Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q1 2026, buying an estimated $129K and bringing the position to 61,196 shares worth $6.52M. The position accounts for 1.71% of the portfolio, ranked #20.

Strategic Family Wealth Counselors first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.89M in Q4 2025. 2,440 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Strategic Family Wealth Counselors held 61,196 shares of iShares Russell 1000 Growth ETF worth $6.52M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 1,140 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $129K.
  • iShares Russell 1000 Growth ETF made up 1.71% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #20 holding.
  • Strategic Family Wealth Counselors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Strategic Family Wealth Counselors's iShares Russell 1000 Growth ETF position peaked at $6.89M in Q4 2025.
  • 2,440 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.