Vestmark Advisory Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vestmark Advisory Solutions’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	$12M	Buy	112,156 +32,728	+41%	+$3.71M	0.13%	166
2025 Q4	$9.4M	Buy	79,428 +50,940	+179%	+$6.03M	0.13%	164
2025 Q3	$3.34M	Sell	28,488 -20,384	-42%	-$2.27M	0.06%	308
2025 Q2	$5.19M	Buy	+48,872	New	+$4.67M	0.07%	190
2025 Q1	–	Sell	-19,464	Closed	-$1.95M	–	650
2024 Q4	$1.95M	Buy	+19,464	New	+$1.91M	0.07%	261
2024 Q1	–	Sell	-4,044	Closed	-$307K	–	544
2023 Q4	$307K	Buy	+4,044	New	+$286K	0.02%	408
2023 Q3	–	Sell	-13,020	Closed	-$896K	–	662
2023 Q2	$896K	Buy	13,020 +1,108	+9%	+$70.5K	0.03%	474
2023 Q1	$728K	Sell	11,912 -72,476	-86%	-$4.18M	0.03%	509
2022 Q4	$4.52M	Buy	84,388 +66,640	+375%	+$3.67M	0.22%	123
2022 Q3	$934K	Buy	17,748 +8,188	+86%	+$481K	0.05%	399
2022 Q2	$523K	Sell	9,560 -2,780	-23%	-$167K	0.03%	531
2022 Q1	$856K	Buy	12,340 +92	+0.8%	+$6.28K	0.05%	391
2021 Q4	$936K	Buy	12,248 +3,444	+39%	+$255K	0.05%	374
2021 Q3	$603K	Sell	8,804 -2,448	-22%	-$173K	0.04%	446
2021 Q2	$764K	Buy	11,252 +5,452	+94%	+$352K	0.05%	375
2021 Q1	$352K	Buy	5,800 +72	+1%	+$4.38K	0.03%	548
2020 Q4	$345K	Buy	5,728 +320	+6%	+$18.2K	0.04%	439
2020 Q3	$293K	Buy	5,408 +440	+9%	+$23.2K	0.04%	432
2020 Q2	$238K	Sell	4,968 -1,784	-26%	-$78.6K	0.04%	476
2020 Q1	$254K	Buy	+6,752	New	+$291K	0.05%	400
2019 Q4	–	Sell	-5,072	Closed	-$202K	–	397
2019 Q3	$202K	Sell	5,072 -4,976	-50%	-$199K	0.03%	534
2019 Q2	$395K	Buy	10,048 +868	+9%	+$33.6K	0.07%	333
2019 Q1	$347K	Buy	+9,180	New	+$330K	0.06%	356

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

Vestmark Advisory Solutions's IWF Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its iShares Russell 1000 Growth ETF (IWF) stake by 41% in Q1 2026, buying an estimated $3.71M and bringing the position to 112,156 shares worth $12M. The position accounts for 0.13% of the portfolio, ranked #166.

Vestmark Advisory Solutions first reported a position in IWF in Q1 2019 and has held it in 23 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Vestmark Advisory Solutions held 112,156 shares of iShares Russell 1000 Growth ETF worth $12M as of Q1 2026.
Vestmark Advisory Solutions bought 32,728 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.71M.
iShares Russell 1000 Growth ETF made up 0.13% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #166 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 23 quarters since.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.