Strategy Asset Managers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Strategy Asset Managers’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	$605K	Hold	5,676	–	–	0.1%	143
2025 Q4	$672K	Buy	5,676 +20	+0.4%	+$2.37K	0.11%	127
2025 Q3	$662K	Hold	5,656	–	–	0.12%	129
2025 Q2	$600K	Buy	5,656 +368	+7%	+$35.2K	0.11%	135
2025 Q1	$477K	Hold	5,288	–	–	0.1%	147
2024 Q4	$531K	Buy	5,288 +80	+2%	+$7.87K	0.1%	137
2024 Q3	$489K	Buy	5,208 +1,700	+48%	+$154K	0.09%	153
2024 Q2	$241K	Sell	3,508 -1,552	-31%	-$133K	0.05%	226
2024 Q1	$426K	Hold	5,060	–	–	0.09%	147
2023 Q4	$384K	Hold	5,060	–	–	0.09%	151
2023 Q3	$336K	Buy	5,060 +1,552	+44%	+$107K	0.09%	152
2023 Q2	$241K	Hold	3,508	–	–	0.05%	226
2023 Q1	$214K	Sell	3,508 -580	-14%	-$33.4K	0.05%	235
2022 Q4	$219K	Hold	4,088	–	–	0.06%	234
2022 Q3	$215K	Buy	+4,088	New	+$240K	0.06%	238
2022 Q2	–	Sell	-5,044	Closed	-$350K	–	211
2022 Q1	$350K	Buy	+5,044	New	+$344K	0.08%	178
2021 Q4	–	Sell	-5,044	Closed	-$346K	–	213
2021 Q3	$346K	Hold	5,044	–	–	0.08%	182
2021 Q2	$342K	Hold	5,044	–	–	0.07%	190
2021 Q1	$306K	Sell	5,044 -240	-5%	-$14.6K	0.07%	186
2020 Q4	$319K	Buy	5,284 +108	+2%	+$6.15K	0.08%	181
2020 Q3	$281K	Hold	5,176	–	–	0.07%	187
2020 Q2	$248K	Buy	+5,176	New	+$228K	0.07%	196
2020 Q1	–	Sell	-6,716	Closed	-$295K	–	200
2019 Q4	$295K	Buy	+6,716	New	+$280K	0.07%	171

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

Strategy Asset Managers's IWF Position: Q1 2026 in Review

Strategy Asset Managers held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,676 shares worth $605K. The position accounts for 0.1% of the portfolio, ranked #143.

Strategy Asset Managers first reported a position in IWF in Q4 2019 and has held it in 23 quarters since. The position peaked at $672K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Strategy Asset Managers held 5,676 shares of iShares Russell 1000 Growth ETF worth $605K as of Q1 2026.
Strategy Asset Managers left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.1% of Strategy Asset Managers's portfolio in Q1 2026, its #143 holding.
Strategy Asset Managers first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 23 quarters since.
Strategy Asset Managers's iShares Russell 1000 Growth ETF position peaked at $672K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.