SS
IWF icon

Sunbelt Securities’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sunbelt Securities’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 		$1.11M Buy
10,428
+840
+9% +$95.3K 0.07% 237
2025
Q4 		$1.13M Sell
9,588
-4,076
-30% -$483K 0.08% 212
2025
Q3 		$1.6M Buy
13,664
+4,568
+50% +$509K 0.11% 158
2025
Q2 		$913K Sell
9,096
-1,636
-15% -$156K 0.08% 217
2025
Q1 		$969K Buy
10,732
+1,636
+18% +$161K 0.09% 198
2024
Q4 		$922K Sell
9,096
-1,240
-12% -$122K 0.08% 214
2024
Q3 		$970K Buy
10,336
+436
+4% +$39.5K 0.1% 208
2024
Q2 		$902K Buy
9,900
+44
+0.4% +$3.76K 0.09% 209
2024
Q1 		$830K Buy
9,856
+8
+0.1% +$645 0.09% 207
2023
Q4 		$746K Sell
9,848
-840
-8% -$59.4K 0.09% 230
2023
Q3 		$711K Buy
10,688
+832
+8% +$57.5K 0.1% 219
2023
Q2 		$678K Buy
9,856
+1,232
+14% +$78.3K 0.1% 224
2023
Q1 		$518K Buy
8,624
+8
+0.1% +$461 0.08% 251
2022
Q4 		$461K Sell
8,616
-472
-5% -$26K 0.09% 255
2022
Q3 		$478K Buy
9,088
+764
+9% +$44.9K 0.1% 241
2022
Q2 		$455K Buy
8,324
+68
+0.8% +$4.08K 0.1% 257
2022
Q1 		$582K Sell
8,256
-328
-4% -$22.4K 0.11% 220
2021
Q4 		$595K Sell
8,584
-688
-7% -$51K 0.1% 236
2021
Q3 		$637K Hold
9,272
– – 0.11% 216
2021
Q2 		$637K Sell
9,272
-388
-4% -$25K 0.11% 216
2021
Q1 		$587K Buy
9,660
+480
+5% +$29.2K 0.12% 214
2020
Q4 		$553K Buy
9,180
+1,528
+20% +$87K 0.11% 215
2020
Q3 		$415K Sell
7,652
-1,448
-16% -$76.3K 0.12% 219
2020
Q2 		$437K Buy
9,100
+76
+0.8% +$3.35K 0.15% 174
2020
Q1 		$340K Sell
9,024
-3,088
-25% -$133K 0.01% 292
2019
Q4 		$533K Buy
12,112
+3,076
+34% +$128K 0.06% 300
2019
Q3 		$361K Sell
9,036
-2,820
-24% -$113K 0.04% 378
2019
Q2 		$466K Buy
11,856
+1,012
+9% +$39.2K 0.2% 144
2019
Q1 		$410K Sell
10,844
-152
-1% -$5.46K 0.21% 138
2018
Q4 		$380K Sell
10,996
-32
-0.3% -$1.13K 0.22% 125
2018
Q3 		$430K Sell
11,028
-1,288
-10% -$48.8K 0.23% 128
2018
Q2 		$443K Sell
12,316
-1,440
-10% -$50.8K 0.27% 107
2018
Q1 		$468K Buy
13,756
+268
+2% +$9.39K 0.43% 75
2017
Q4 		$454K Buy
13,488
+28
+0.2% +$918 0.44% 73
2017
Q3 		$421K Buy
13,460
+56
+0.4% +$1.71K 0.44% 72
2017
Q2 		$399K Buy
13,404
+2,616
+24% +$76.8K 0.75% 40
2017
Q1 		$307K Buy
10,788
+28
+0.3% +$777 0.46% 60
2016
Q4 		$282K Buy
10,760
+1,340
+14% +$34.8K 0.43% 61
2016
Q3 		$245K Buy
+9,420
New +$245K 0.3% 78

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

Sunbelt Securities's IWF Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.8% in Q1 2026, buying an estimated $95.3K and bringing the position to 10,428 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #237.

Sunbelt Securities first reported a position in IWF in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.6M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Sunbelt Securities held 10,428 shares of iShares Russell 1000 Growth ETF worth $1.11M as of Q1 2026.
  • Sunbelt Securities bought 840 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $95.3K.
  • iShares Russell 1000 Growth ETF made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #237 holding.
  • Sunbelt Securities first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 39 quarters since.
  • Sunbelt Securities's iShares Russell 1000 Growth ETF position peaked at $1.6M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.