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

Summit Financial’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 		$18.8M Buy
176,404
+14,656
+9% +$1.66M 0.24% 79
2025
Q4 		$19.1M Buy
161,748
+12,660
+8% +$1.5M 0.28% 67
2025
Q3 		$17.5M Buy
149,088
+2,092
+1% +$233K 0.27% 71
2025
Q2 		$15.6M Sell
146,996
-8,652
-6% -$827K 0.35% 52
2025
Q1 		$14.1M Buy
155,648
+5,024
+3% +$496K 0.39% 46
2024
Q4 		$15.1M Buy
150,624
+11,072
+8% +$1.09M 0.53% 30
2024
Q3 		$13.1M Buy
139,552
+12,644
+10% +$1.15M 0.51% 34
2024
Q2 		$11.6M Buy
126,908
+55,760
+78% +$4.76M 0.53% 28
2024
Q1 		$6M Buy
71,148
+5,316
+8% +$428K 0.36% 40
2023
Q4 		$4.99M Sell
65,832
-3,264
-5% -$231K 0.33% 45
2023
Q3 		$4.6M Sell
69,096
-116
-0.2% -$8.01K 0.34% 42
2023
Q2 		$4.76M Buy
69,212
+732
+1% +$46.5K 0.35% 42
2023
Q1 		$4.18M Buy
68,480
+464
+0.7% +$26.7K 0.37% 29
2022
Q4 		$3.64M Sell
68,016
-616
-0.9% -$33.9K 0.34% 32
2022
Q3 		$3.61M Sell
68,632
-4,504
-6% -$265K 0.34% 33
2022
Q2 		$4M Buy
73,136
+24,800
+51% +$1.49M 0.37% 30
2022
Q1 		$3.35M Buy
48,336
+12,064
+33% +$824K 0.26% 41
2021
Q4 		$2.77M Buy
36,272
+18,360
+103% +$1.36M 0.21% 48
2021
Q3 		$1.23M Buy
17,912
+5,968
+50% +$422K 0.11% 73
2021
Q2 		$811K Buy
+11,944
New +$770K 0.08% 62

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

Summit Financial's IWF Position: Q1 2026 in Review

Summit Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.1% in Q1 2026, buying an estimated $1.66M and bringing the position to 176,404 shares worth $18.8M. The position accounts for 0.24% of the portfolio, ranked #79.

Summit Financial first reported a position in IWF in Q2 2021 and has held it in 20 quarters since. The position peaked at $19.1M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Summit Financial held 176,404 shares of iShares Russell 1000 Growth ETF worth $18.8M as of Q1 2026.
  • Summit Financial bought 14,656 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.66M.
  • iShares Russell 1000 Growth ETF made up 0.24% of Summit Financial's portfolio in Q1 2026, its #79 holding.
  • Summit Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's iShares Russell 1000 Growth ETF position peaked at $19.1M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.