Ted Buchan & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ted Buchan & Co’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	-1,796	Closed	-$213K	–	92
2025 Q4	$213K	Buy	+1,796	New	+$213K	0.08%	86
2025 Q3	–	Sell	-3,716	Closed	-$394K	–	91
2025 Q2	$394K	Buy	+3,716	New	+$355K	0.16%	70
2024 Q2	–	Sell	-3,716	Closed	-$313K	–	94
2024 Q1	$313K	Sell	3,716 -36	-1%	-$2.9K	0.19%	72
2023 Q4	$284K	Hold	3,752	–	–	0.21%	66
2023 Q3	$250K	Sell	3,752 -32	-0.8%	-$2.21K	0.2%	66
2023 Q2	$260K	Sell	3,784 -36	-0.9%	-$2.29K	0.2%	65
2023 Q1	$233K	Sell	3,820 -28	-0.7%	-$1.61K	0.2%	70
2022 Q4	$206K	Buy	+3,848	New	+$212K	0.19%	76

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

Ted Buchan & Co's IWF Position: Q1 2026 in Review

Ted Buchan & Co sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,796 shares — an estimated $213K sold.

Ted Buchan & Co first reported a position in IWF in Q4 2022 and held it in 8 quarters. The position peaked at $394K in Q2 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Ted Buchan & Co reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Ted Buchan & Co sold 1,796 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $213K.
Ted Buchan & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 8 quarters.
Ted Buchan & Co's iShares Russell 1000 Growth ETF position peaked at $394K in Q2 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.