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

Stratos 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 		$2.45M Sell
22,996
-4,908
-18% -$557K 0.15% 136
2025
Q4 		$3.3M Buy
27,904
+1,180
+4% +$140K 0.16% 142
2025
Q3 		$3.13M Buy
26,724
+1,040
+4% +$116K 0.15% 144
2025
Q2 		$2.73M Sell
25,684
-744
-3% -$71.1K 0.14% 147
2025
Q1 		$2.39M Sell
26,428
-8,924
-25% -$880K 0.13% 151
2024
Q4 		$3.55M Sell
35,352
-1,596
-4% -$157K 0.17% 134
2024
Q3 		$3.47M Sell
36,948
-30,248
-45% -$2.74M 0.16% 141
2024
Q2 		$6.12M Buy
67,196
+3,508
+6% +$300K 0.3% 78
2024
Q1 		$5.37M Buy
63,688
+9,436
+17% +$760K 0.32% 80
2023
Q4 		$4.11M Buy
54,252
+28,592
+111% +$2.02M 0.24% 124
2023
Q3 		$1.71M Buy
25,660
+3,440
+15% +$238K 0.11% 222
2023
Q2 		$1.53M Buy
22,220
+4,280
+24% +$272K 0.11% 231
2023
Q1 		$1.1M Sell
17,940
-5,104
-22% -$294K 0.08% 261
2022
Q4 		$1.23M Sell
23,044
-732
-3% -$40.3K 0.1% 253
2022
Q3 		$1.25M Sell
23,776
-2,396
-9% -$141K 0.13% 208
2022
Q2 		$1.43M Buy
26,172
+3,928
+18% +$236K 0.13% 206
2022
Q1 		$1.54M Buy
22,244
+1,196
+6% +$81.6K 0.13% 202
2021
Q4 		$1.61M Buy
21,048
+3,276
+18% +$243K 0.12% 213
2021
Q3 		$1.22M Sell
17,772
-1,496
-8% -$106K 0.1% 231
2021
Q2 		$1.31M Buy
19,268
+10,324
+115% +$666K 0.12% 203
2021
Q1 		$544K Buy
8,944
+2,144
+32% +$130K 0.06% 300
2020
Q4 		$410K Buy
+6,800
New +$387K 0.06% 275
2020
Q2 		– Sell
-3,164
Closed -$119K – 321
2020
Q1 		$119K Buy
+3,164
New +$136K 0.08% 164

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

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

Stratos Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 18% in Q1 2026, selling an estimated $557K and leaving 22,996 shares worth $2.45M. The position accounts for 0.15% of the portfolio, ranked #136.

Stratos Wealth Advisors first reported a position in IWF in Q1 2020 and has held it in 23 quarters since. The position peaked at $6.12M in Q2 2024. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Stratos Wealth Advisors held 22,996 shares of iShares Russell 1000 Growth ETF worth $2.45M as of Q1 2026.
  • Stratos Wealth Advisors sold 4,908 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $557K.
  • iShares Russell 1000 Growth ETF made up 0.15% of Stratos Wealth Advisors's portfolio in Q1 2026, its #136 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 23 quarters since.
  • Stratos Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $6.12M in Q2 2024.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.