Vise Technologies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vise Technologies’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	$8.89M	Hold	75,124	–	–	0.17%	98
2025 Q4	$8.89M	Buy	75,124 +37,432	+99%	+$4.43M	0.17%	98
2025 Q3	$4.41M	Buy	37,692 +15,008	+66%	+$1.67M	0.16%	127
2025 Q2	$2.41M	Buy	+22,684	New	+$2.17M	0.1%	217
2024 Q4	$1.74M	Buy	17,344 +1,036	+6%	+$102K	0.15%	150
2024 Q3	$1.53M	Sell	16,308 -1,644	-9%	-$149K	0.19%	107
2024 Q2	$1.64M	Sell	17,952 -32	-0.2%	-$2.73K	0.29%	79
2024 Q1	$1.52M	Buy	17,984 +1,704	+10%	+$137K	0.3%	82
2023 Q4	$1.23M	Buy	16,280 +1,076	+7%	+$76.1K	0.27%	89
2023 Q3	$1.01M	Buy	15,204 +5,040	+50%	+$348K	0.25%	98
2023 Q2	$699K	Buy	+10,164	New	+$646K	0.17%	131

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

Vise Technologies's IWF Position: Q1 2026 in Review

Vise Technologies held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 75,124 shares worth $8.89M. The position accounts for 0.17% of the portfolio, ranked #98.

Vise Technologies first reported a position in IWF in Q2 2023 and has held it in 11 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Vise Technologies held 75,124 shares of iShares Russell 1000 Growth ETF worth $8.89M as of Q1 2026.
Vise Technologies left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.17% of Vise Technologies's portfolio in Q1 2026, its #98 holding.
Vise Technologies first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 11 quarters since.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.