Univest Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Univest Financial’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	$584K	Sell	5,480 -716	-12%	-$81.3K	0.03%	182
2025 Q4	$733K	Buy	6,196 +2,984	+93%	+$353K	0.04%	172
2025 Q3	$376K	Hold	3,212	–	–	0.02%	211
2025 Q2	$341K	Sell	3,212 -4,580	-59%	-$438K	0.02%	216
2025 Q1	$703K	Buy	7,792 +4	+0.1%	+$395	0.05%	176
2024 Q4	$782K	Sell	7,788 -652	-8%	-$64.1K	0.05%	167
2024 Q3	$792K	Buy	8,440 +5,228	+163%	+$474K	0.05%	164
2024 Q2	$293K	Hold	3,212	–	–	0.08%	106
2024 Q1	$271K	Hold	3,212	–	–	0.08%	100
2023 Q4	$243K	Buy	+3,212	New	+$227K	0.07%	110
2023 Q3	–	Sell	-3,108	Closed	-$214K	–	113
2023 Q2	$214K	Buy	+3,108	New	+$198K	0.06%	107

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

Univest Financial's IWF Position: Q1 2026 in Review

Univest Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q1 2026, selling an estimated $81.3K and leaving 5,480 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #182.

Univest Financial first reported a position in IWF in Q2 2023 and has held it in 11 quarters since. The position peaked at $792K in Q3 2024. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Univest Financial held 5,480 shares of iShares Russell 1000 Growth ETF worth $584K as of Q1 2026.
Univest Financial sold 716 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $81.3K.
iShares Russell 1000 Growth ETF made up 0.03% of Univest Financial's portfolio in Q1 2026, its #182 holding.
Univest Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 11 quarters since.
Univest Financial's iShares Russell 1000 Growth ETF position peaked at $792K in Q3 2024.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.