Van Hulzen Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Van Hulzen Asset 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	$231K	Sell	2,172 -668	-24%	-$75.8K	0.02%	328
2025 Q4	$336K	Hold	2,840	–	–	0.02%	261
2025 Q3	$333K	Buy	+2,840	New	+$316K	0.02%	259
2025 Q1	–	Sell	-1,712	Closed	-$172K	–	698
2024 Q4	$172K	Buy	+1,712	New	+$168K	0.01%	333
2021 Q1	–	Sell	-8,020	Closed	-$483K	–	291
2020 Q4	$483K	Hold	8,020	–	–	0.07%	147
2020 Q3	$435K	Sell	8,020 -3,748	-32%	-$197K	0.07%	147
2020 Q2	$565K	Sell	11,768 -7,108	-38%	-$313K	0.08%	116
2020 Q1	$711K	Sell	18,876 -6,644	-26%	-$286K	0.15%	91
2019 Q4	$1.12M	Buy	25,520 +696	+3%	+$29.1K	0.22%	86
2019 Q3	$991K	Buy	24,824 +5,776	+30%	+$232K	0.21%	86
2019 Q2	$749K	Buy	19,048 +3,648	+24%	+$141K	0.16%	96
2019 Q1	$583K	Hold	15,400	–	–	0.16%	98
2018 Q4	$504K	Sell	15,400 -740	-5%	-$26.1K	0.15%	106
2018 Q3	$629K	Hold	16,140	–	–	0.17%	102
2018 Q2	$580K	Buy	16,140 +10,040	+165%	+$354K	0.17%	92
2018 Q1	$208K	Buy	+6,100	New	+$214K	0.06%	182

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

Van Hulzen Asset Management's IWF Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q1 2026, selling an estimated $75.8K and leaving 2,172 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #328.

Van Hulzen Asset Management first reported a position in IWF in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2019. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Van Hulzen Asset Management held 2,172 shares of iShares Russell 1000 Growth ETF worth $231K as of Q1 2026.
Van Hulzen Asset Management sold 668 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $75.8K.
iShares Russell 1000 Growth ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q1 2026, its #328 holding.
Van Hulzen Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 16 quarters since.
Van Hulzen Asset Management's iShares Russell 1000 Growth ETF position peaked at $1.12M in Q4 2019.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.