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

Strategies 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	$801K	Sell	7,508 -216	-3%	-$24.5K	0.08%	72
2025 Q4	$914K	Hold	7,724	–	–	0.09%	64
2025 Q3	$905K	Sell	7,724 -6,956	-47%	-$775K	0.09%	66
2025 Q2	$1.56M	Sell	14,680 -672	-4%	-$64.3K	0.17%	42
2025 Q1	$1.39M	Buy	15,352 +6,640	+76%	+$655K	0.17%	44
2024 Q4	$898K	Sell	8,712 -660	-7%	-$64.9K	0.11%	56
2024 Q3	$879K	Sell	9,372 -264	-3%	-$23.9K	0.12%	44
2024 Q2	$878K	Buy	9,636 +152	+2%	+$13K	0.13%	42
2024 Q1	$799K	Buy	9,484 +664	+8%	+$53.5K	0.12%	47
2023 Q4	$669K	Sell	8,820 -1,324	-13%	-$93.6K	0.11%	49
2023 Q3	$675K	Hold	10,144	–	–	0.13%	46
2023 Q2	$698K	Buy	+10,144	New	+$645K	0.14%	48

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

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

Strategies Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q1 2026, selling an estimated $24.5K and leaving 7,508 shares worth $801K. The position accounts for 0.08% of the portfolio, ranked #72.

Strategies Wealth Advisors first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q2 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Strategies Wealth Advisors held 7,508 shares of iShares Russell 1000 Growth ETF worth $801K as of Q1 2026.
Strategies Wealth Advisors sold 216 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $24.5K.
iShares Russell 1000 Growth ETF made up 0.08% of Strategies Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Strategies Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Strategies Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.56M in Q2 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.