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United Advisor Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

United Advisor Group’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 		$1.12M Buy
10,532
+1,180
+13% +$134K 0.14% 172
2025
Q4 		$1.11M Buy
+9,352
New +$1.11M 0.14% 167

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

United Advisor Group's IWF Position: Q1 2026 in Review

United Advisor Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q1 2026, buying an estimated $134K and bringing the position to 10,532 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #172.

United Advisor Group first reported a position in IWF in Q4 2025 and has held it in 2 quarters since. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • United Advisor Group held 10,532 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q1 2026.
  • United Advisor Group bought 1,180 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $134K.
  • iShares Russell 1000 Growth ETF made up 0.14% of United Advisor Group's portfolio in Q1 2026, its #172 holding.
  • United Advisor Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.