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Summa Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Summa Corp’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 		$4.77M Buy
44,760
+656
+1% +$74.5K 1.97% 6
2025
Q4 		$5.22M Sell
44,104
-2,116
-5% -$251K 2.24% 5
2025
Q3 		$5.41M Sell
46,220
-1,128
-2% -$126K 2.38% 6
2025
Q2 		$5.03M Buy
47,348
+44,156
+1,383% +$4.22M 2.61% 5
2025
Q1 		$288K Hold
3,192
– – 0.17% 55
2024
Q4 		$320K Buy
+3,192
New +$314K 0.16% 51

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

Summa Corp's IWF Position: Q1 2026 in Review

Summa Corp increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q1 2026, buying an estimated $74.5K and bringing the position to 44,760 shares worth $4.77M. The position accounts for 1.97% of the portfolio, ranked #6.

Summa Corp first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.41M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Summa Corp held 44,760 shares of iShares Russell 1000 Growth ETF worth $4.77M as of Q1 2026.
  • Summa Corp bought 656 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $74.5K.
  • iShares Russell 1000 Growth ETF made up 1.97% of Summa Corp's portfolio in Q1 2026, its #6 holding.
  • Summa Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Summa Corp's iShares Russell 1000 Growth ETF position peaked at $5.41M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.