W Advisors LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

W Advisors LLC’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	$5.14M	Sell	48,176 -388	-0.8%	-$44K	2.63%	12
2025 Q4	$5.75M	Buy	48,564 +524	+1%	+$62.1K	2.89%	9
2025 Q3	$5.63M	Hold	48,040	–	–	2.96%	9
2025 Q2	$5.1M	Hold	48,040	–	–	2.92%	11
2025 Q1	$4.34M	Hold	48,040	–	–	2.71%	10
2024 Q4	$4.82M	Hold	48,040	–	–	2.98%	9
2024 Q3	$4.51M	Hold	48,040	–	–	2.78%	10
2024 Q2	$4.38M	Hold	48,040	–	–	2.87%	10
2024 Q1	$4.05M	Hold	48,040	–	–	2.78%	12
2023 Q4	$3.64M	Sell	48,040 -1,132	-2%	-$80.1K	2.7%	11
2023 Q3	$3.27M	Buy	49,172 +1,132	+2%	+$78.2K	2.69%	11
2023 Q2	$3.3M	Hold	48,040	–	–	2.59%	12
2023 Q1	$2.93M	Sell	48,040 -736	-2%	-$42.4K	2.42%	12
2022 Q4	$2.61M	Buy	48,776 +736	+2%	+$40.5K	2.18%	14
2022 Q3	$2.53M	Hold	48,040	–	–	2.35%	13
2022 Q2	$2.63M	Buy	48,040 +16	+0%	+$961	2.27%	11
2022 Q1	$3.33M	Sell	48,024 -1,768	-4%	-$121K	2.52%	10
2021 Q4	$3.8M	Buy	+49,792	New	+$3.69M	2.84%	9

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

W Advisors LLC's IWF Position: Q1 2026 in Review

W Advisors LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.8% in Q1 2026, selling an estimated $44K and leaving 48,176 shares worth $5.14M. The position accounts for 2.63% of the portfolio, ranked #12.

W Advisors LLC first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.75M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

W Advisors LLC held 48,176 shares of iShares Russell 1000 Growth ETF worth $5.14M as of Q1 2026.
W Advisors LLC sold 388 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $44K.
iShares Russell 1000 Growth ETF made up 2.63% of W Advisors LLC's portfolio in Q1 2026, its #12 holding.
W Advisors LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
W Advisors LLC's iShares Russell 1000 Growth ETF position peaked at $5.75M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.