Sustainable Growth Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sustainable Growth Advisers’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	–	Sell	-40,108	Closed	-$4.75M	–	54
2025 Q4	$4.75M	Buy	40,108 +28,212	+237%	+$3.34M	0.03%	48
2025 Q3	$1.39M	Sell	11,896 -57,128	-83%	-$6.36M	0.01%	53
2025 Q2	$7.33M	Sell	69,024 -5,224	-7%	-$500K	0.04%	48
2025 Q1	$6.7M	Sell	74,248 -244	-0.3%	-$24.1K	0.04%	48
2024 Q4	$7.48M	Buy	74,492 +46,572	+167%	+$4.58M	0.04%	44
2024 Q3	$2.62M	Buy	27,920 +4,264	+18%	+$387K	0.01%	48
2024 Q2	$2.16M	Buy	23,656 +13,988	+145%	+$1.19M	0.01%	50
2024 Q1	$815K	Sell	9,668 -72,220	-88%	-$5.82M	﹤0.01%	54
2023 Q4	$6.21M	Buy	81,888 +52,576	+179%	+$3.72M	0.03%	45
2023 Q3	$1.95M	Buy	29,312 +9,972	+52%	+$689K	0.01%	51
2023 Q2	$1.33M	Sell	19,340 -14,132	-42%	-$899K	0.01%	53
2023 Q1	$2.05M	Sell	33,472 -159,184	-83%	-$9.17M	0.01%	50
2022 Q4	$10.3M	Buy	192,656 +96,212	+100%	+$5.29M	0.07%	41
2022 Q3	$5.07M	Sell	96,444 -293,444	-75%	-$17.3M	0.04%	47
2022 Q2	$21.3M	Buy	389,888 +298,776	+328%	+$17.9M	0.15%	38
2022 Q1	$6.34M	Sell	91,112 -80,992	-47%	-$5.53M	0.04%	48
2021 Q4	$13.1M	Buy	172,104 +148,996	+645%	+$11M	0.07%	39
2021 Q3	$1.58M	Sell	23,108 -3,776	-14%	-$267K	0.01%	51
2021 Q2	$1.82M	Buy	26,884 +16,372	+156%	+$1.06M	0.01%	50
2021 Q1	$639K	Sell	10,512 -25,488	-71%	-$1.55M	﹤0.01%	55
2020 Q4	$2.17M	Buy	36,000 +25,800	+253%	+$1.47M	0.01%	50
2020 Q3	$553K	Sell	10,200 -29,268	-74%	-$1.54M	﹤0.01%	50
2020 Q2	$1.89M	Sell	39,468 -84,088	-68%	-$3.71M	0.01%	56
2020 Q1	$4.65M	Buy	123,556 +75,940	+159%	+$3.27M	0.05%	46
2019 Q4	$2.09M	Buy	47,616 +33,404	+235%	+$1.39M	0.02%	48
2019 Q3	$567K	Buy	+14,212	New	+$570K	0.01%	50
2019 Q1	–	Sell	-55,864	Closed	-$1.83M	–	47
2018 Q4	$1.83M	Buy	+55,864	New	+$1.97M	0.02%	45
2018 Q1	–	Sell	-130,816	Closed	-$4.4M	–	49
2017 Q4	$4.4M	Buy	+130,816	New	+$4.29M	0.05%	39
2017 Q3	–	Sell	-450,504	Closed	-$13.4M	–	43
2017 Q2	$13.4M	Buy	+450,504	New	+$13.2M	0.2%	36
2017 Q1	–	Sell	-197,720	Closed	-$5.18M	–	42
2016 Q4	$5.18M	Buy	+197,720	New	+$5.13M	0.1%	37
2016 Q1	–	Sell	-128,776	Closed	-$3.2M	–	45
2015 Q4	$3.2M	Buy	128,776 +116,496	+949%	+$2.91M	0.07%	42
2015 Q3	$286K	Buy	+12,280	New	+$302K	0.01%	39
2015 Q1	–	Sell	-93,132	Closed	-$2.23M	–	45
2014 Q4	$2.23M	Buy	+93,132	New	+$2.18M	0.05%	36
2014 Q1	–	Sell	-22,980	Closed	-$494K	–	39
2013 Q4	$494K	Buy	+22,980	New	+$471K	0.01%	35

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sustainable Growth Advisers's IWF Position: Q1 2026 in Review

Sustainable Growth Advisers sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 40,108 shares — an estimated $4.75M sold.

Sustainable Growth Advisers first reported a position in IWF in Q4 2013 and held it in 34 quarters. The position peaked at $21.3M in Q2 2022. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Sustainable Growth Advisers reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Sustainable Growth Advisers sold 40,108 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.75M.
Sustainable Growth Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 34 quarters.
Sustainable Growth Advisers's iShares Russell 1000 Growth ETF position peaked at $21.3M in Q2 2022.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Sustainable Growth Advisers's 13F filing for Q1 2026, filed 11 May 2026.