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

Strategic Financial Concepts’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	$225K	Buy	+2,108	New	+$239K	0.06%	264
2025 Q3	–	Sell	-5,696	Closed	-$604K	–	297
2025 Q2	$604K	Sell	5,696 -2,084	-27%	-$199K	0.09%	127
2025 Q1	$702K	Buy	7,780 +24	+0.3%	+$2.37K	0.13%	156
2024 Q4	$779K	Buy	7,756 +1,828	+31%	+$180K	0.15%	140
2024 Q3	$556K	Sell	5,928 -1,823,224	-100%	-$165M	0.18%	109
2024 Q2	$122K	Buy	1,829,152 +1,822,844	+28,897%	+$156M	0.07%	161
2024 Q1	$532K	Buy	+6,308	New	+$508K	0.13%	155
2023 Q4	–	Sell	-6,268	Closed	-$417K	–	200
2023 Q3	$417K	Hold	6,268	–	–	0.14%	150
2023 Q2	$431K	Hold	6,268	–	–	0.16%	138
2023 Q1	$383K	Buy	+6,268	New	+$361K	0.15%	137

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

Strategic Financial Concepts's IWF Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2026: 2,108 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #264 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in IWF as recently as Q2 2025.

Strategic Financial Concepts first reported a position in IWF in Q1 2023 and has held it in 10 quarters since. The position peaked at $779K in Q4 2024. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Strategic Financial Concepts held 2,108 shares of iShares Russell 1000 Growth ETF worth $225K as of Q1 2026.
iShares Russell 1000 Growth ETF was a new Strategic Financial Concepts position in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Strategic Financial Concepts's portfolio in Q1 2026, its #264 holding.
Strategic Financial Concepts first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 10 quarters since.
Strategic Financial Concepts's iShares Russell 1000 Growth ETF position peaked at $779K in Q4 2024.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.