Summit Investment Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Summit Investment Advisory Services’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	$372K	Hold	3,492	–	–	0.14%	50
2025 Q4	$413K	Hold	3,492	–	–	0.16%	47
2025 Q3	$409K	Hold	3,492	–	–	0.16%	44
2025 Q2	$371K	Hold	3,492	–	–	0.16%	45
2025 Q1	$315K	Hold	3,492	–	–	0.15%	51
2024 Q4	$351K	Hold	3,492	–	–	0.18%	46
2024 Q3	$328K	Sell	3,492 -69,512	-95%	-$6.3M	0.17%	52
2024 Q2	$6.65M	Buy	73,004 +69,512	+1,991%	+$5.94M	7.82%	3
2024 Q1	$294K	Hold	3,492	–	–	0.17%	52
2023 Q4	$265K	Sell	3,492 -284	-8%	-$20.1K	0.17%	49
2023 Q3	$251K	Hold	3,776	–	–	0.19%	45
2023 Q2	$260K	Hold	3,776	–	–	0.17%	43
2023 Q1	$231K	Sell	3,776 -264	-7%	-$15.2K	0.16%	47
2022 Q4	$216K	Buy	+4,040	New	+$222K	0.26%	47

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

Summit Investment Advisory Services's IWF Position: Q1 2026 in Review

Summit Investment Advisory Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,492 shares worth $372K. The position accounts for 0.14% of the portfolio, ranked #50.

Summit Investment Advisory Services first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.65M in Q2 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Summit Investment Advisory Services held 3,492 shares of iShares Russell 1000 Growth ETF worth $372K as of Q1 2026.
Summit Investment Advisory Services left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.14% of Summit Investment Advisory Services's portfolio in Q1 2026, its #50 holding.
Summit Investment Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's iShares Russell 1000 Growth ETF position peaked at $6.65M in Q2 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.