Suncoast Equity Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Suncoast Equity Management’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	$3.28M	Sell	30,804 -1,400	-4%	-$159K	0.39%	33
2025 Q4	$3.81M	Buy	32,204 +4,552	+16%	+$539K	0.38%	30
2025 Q3	$3.24M	Sell	27,652 -1,152	-4%	-$128K	0.32%	31
2025 Q2	$3.06M	Hold	28,804	–	–	0.31%	31
2025 Q1	$2.6M	Hold	28,804	–	–	0.29%	30
2024 Q4	$2.89M	Hold	28,804	–	–	0.32%	26
2024 Q3	$2.7M	Buy	28,804 +1,684	+6%	+$153K	0.31%	28
2024 Q2	$2.47M	Hold	27,120	–	–	0.27%	30
2024 Q1	$2.29M	Hold	27,120	–	–	0.27%	31
2023 Q4	$2.06M	Hold	27,120	–	–	0.27%	31
2023 Q3	$1.8M	Buy	27,120 +12,624	+87%	+$872K	0.27%	30
2023 Q2	$997K	Buy	14,496 +4,280	+42%	+$272K	0.15%	35
2023 Q1	$624K	Buy	+10,216	New	+$589K	0.1%	40

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

Suncoast Equity Management's IWF Position: Q1 2026 in Review

Suncoast Equity Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.3% in Q1 2026, selling an estimated $159K and leaving 30,804 shares worth $3.28M. The position accounts for 0.39% of the portfolio, ranked #33.

Suncoast Equity Management first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.81M in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Suncoast Equity Management held 30,804 shares of iShares Russell 1000 Growth ETF worth $3.28M as of Q1 2026.
Suncoast Equity Management sold 1,400 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $159K.
iShares Russell 1000 Growth ETF made up 0.39% of Suncoast Equity Management's portfolio in Q1 2026, its #33 holding.
Suncoast Equity Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Suncoast Equity Management's iShares Russell 1000 Growth ETF position peaked at $3.81M in Q4 2025.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.