Waypoint Wealth Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Waypoint Wealth Counsel’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	$705K	Sell	6,620 -112	-2%	-$12.7K	0.36%	48
2025 Q4	$797K	Hold	6,732	–	–	0.29%	61
2025 Q3	$789K	Sell	6,732 -200	-3%	-$22.3K	0.31%	51
2025 Q2	$736K	Sell	6,932 -72	-1%	-$6.88K	0.36%	46
2025 Q1	$632K	Sell	7,004 -440	-6%	-$43.4K	0.4%	44
2024 Q4	$747K	Hold	7,444	–	–	0.49%	41
2024 Q3	$699K	Sell	7,444 -44	-0.6%	-$3.99K	0.47%	41
2024 Q2	$682K	Buy	7,488 +1,336	+22%	+$114K	0.52%	38
2024 Q1	$518K	Hold	6,152	–	–	0.4%	45
2023 Q4	$466K	Sell	6,152 -1,332	-18%	-$94.2K	0.4%	50
2023 Q3	$498K	Hold	7,484	–	–	0.47%	43
2023 Q2	$515K	Hold	7,484	–	–	0.46%	42
2023 Q1	$457K	Hold	7,484	–	–	0.35%	51
2022 Q4	$401K	Buy	+7,484	New	+$412K	0.32%	57

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

Waypoint Wealth Counsel's IWF Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q1 2026, selling an estimated $12.7K and leaving 6,620 shares worth $705K. The position accounts for 0.36% of the portfolio, ranked #48.

Waypoint Wealth Counsel first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $797K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Waypoint Wealth Counsel held 6,620 shares of iShares Russell 1000 Growth ETF worth $705K as of Q1 2026.
Waypoint Wealth Counsel sold 112 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $12.7K.
iShares Russell 1000 Growth ETF made up 0.36% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #48 holding.
Waypoint Wealth Counsel first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's iShares Russell 1000 Growth ETF position peaked at $797K in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.