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

Waverly Advisors’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 		$86.7M Buy
813,524
+11,272
+1% +$1.28M 0.65% 32
2025
Q4 		$94.9M Buy
802,252
+186,924
+30% +$22.1M 0.77% 25
2025
Q3 		$72.1M Sell
615,328
-6,768
-1% -$754K 0.72% 27
2025
Q2 		$66M Sell
622,096
-748
-0.1% -$71.5K 0.72% 27
2025
Q1 		$56.2M Sell
622,844
-23,636
-4% -$2.33M 0.69% 25
2024
Q4 		$64.9M Buy
646,480
+32,056
+5% +$3.15M 1% 18
2024
Q3 		$57.7M Sell
614,424
-77,968
-11% -$7.07M 1.06% 16
2024
Q2 		$63.1M Sell
692,392
-17,936
-3% -$1.53M 1.24% 16
2024
Q1 		$59.9M Buy
710,328
+15,444
+2% +$1.24M 1.41% 15
2023
Q4 		$52.7M Sell
694,884
-26,252
-4% -$1.86M 1.97% 12
2023
Q3 		$48M Sell
721,136
-16,804
-2% -$1.16M 2.09% 12
2023
Q2 		$50.8M Sell
737,940
-20,760
-3% -$1.32M 2.23% 13
2023
Q1 		$46.3M Sell
758,700
-52,464
-6% -$3.02M 2.42% 14
2022
Q4 		$43.4M Buy
811,164
+109,040
+16% +$6M 2.41% 15
2022
Q3 		$36.9M Buy
702,124
+578,092
+466% +$34M 2.6% 13
2022
Q2 		$6.78M Sell
124,032
-6,696
-5% -$402K 0.62% 28
2022
Q1 		$9.07M Buy
130,728
+12,480
+11% +$852K 0.77% 23
2021
Q4 		$7.94M Sell
118,248
-112
-0.1% -$8.3K 0.69% 25
2021
Q3 		$8.87M Sell
118,360
-640
-0.5% -$45.3K 0.76% 23
2021
Q2 		$8.44M Sell
119,000
-5,956
-5% -$384K 0.78% 22
2021
Q1 		$7.91M Sell
124,956
-20,628
-14% -$1.26M 0.78% 23
2020
Q4 		$9.22M Sell
145,584
-4,480
-3% -$255K 0.97% 19
2020
Q3 		$7.86M Sell
150,064
-4,348
-3% -$229K 1.05% 19
2020
Q2 		$8.2M Sell
154,412
-39,224
-20% -$1.73M 1.06% 17
2020
Q1 		$7.29M Buy
193,636
+3,448
+2% +$149K 1.23% 14
2019
Q4 		$8.92M Sell
190,188
-8,860
-4% -$370K 1.17% 19
2019
Q3 		$7.94M Sell
199,048
-4,496
-2% -$180K 1.14% 20
2019
Q2 		$8.01M Buy
203,544
+10,552
+5% +$408K 1.19% 18
2019
Q1 		$7.3M Sell
192,992
-28,792
-13% -$1.03M 1.13% 20
2018
Q4 		$7.26M Buy
221,784
+195,220
+735% +$6.88M 1.27% 19
2018
Q3 		$1.04M Buy
26,564
+1,004
+4% +$38K 0.15% 81
2018
Q2 		$919K Sell
25,560
-440
-2% -$15.5K 0.14% 83
2018
Q1 		$885K Buy
26,000
+756
+3% +$26.5K 0.14% 86
2017
Q4 		$850K Buy
25,244
+112
+0.4% +$3.67K 0.12% 110
2017
Q3 		$786K Buy
25,132
+9,464
+60% +$290K 0.17% 104
2017
Q2 		$466K Sell
15,668
-480
-3% -$14.1K 0.12% 136
2017
Q1 		$459K Buy
16,148
+3,260
+25% +$90.4K 0.12% 136
2016
Q4 		$338K Hold
12,888
– – 0.13% 73
2016
Q3 		$336K Hold
12,888
– – 0.14% 65
2016
Q2 		$323K Buy
12,888
+1,888
+17% +$47.1K 0.15% 58
2016
Q1 		$274K Buy
11,000
+556
+5% +$13.1K 0.17% 63
2015
Q4 		$260K Hold
10,444
– – 0.11% 104
2015
Q3 		$243K Hold
10,444
– – 0.17% 48
2015
Q2 		$259K Buy
10,444
+172
+2% +$4.33K 0.16% 46
2015
Q1 		$254K Hold
10,272
– – 0.13% 42
2014
Q4 		$246K Hold
10,272
– – 0.12% 48
2014
Q3 		$235K Buy
+10,272
New +$235K 0.13% 86
2014
Q1 		– Sell
-6,752
Closed -$145K – 773
2013
Q4 		$145K Hold
6,752
– – 0.05% 179
2013
Q3 		$132K Buy
+6,752
New +$129K 0.07% 128

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's IWF Position: Q1 2026 in Review

Waverly Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q1 2026, buying an estimated $1.28M and bringing the position to 813,524 shares worth $86.7M. The position accounts for 0.65% of the portfolio, ranked #32.

Waverly Advisors first reported a position in IWF in Q3 2013 and has held it in 49 quarters since. The position peaked at $94.9M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Waverly Advisors held 813,524 shares of iShares Russell 1000 Growth ETF worth $86.7M as of Q1 2026.
  • Waverly Advisors bought 11,272 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.28M.
  • iShares Russell 1000 Growth ETF made up 0.65% of Waverly Advisors's portfolio in Q1 2026, its #32 holding.
  • Waverly Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 49 quarters since.
  • Waverly Advisors's iShares Russell 1000 Growth ETF position peaked at $94.9M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.