WA
IWF icon

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

Wealth Alliance’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 		$241K Sell
2,264
-6,348
-74% -$721K 0.02% 483
2025
Q4 		$1.02M Buy
8,612
+1,500
+21% +$178K 0.1% 182
2025
Q3 		$833K Buy
7,112
+4,864
+216% +$542K 0.09% 202
2025
Q2 		$239K Sell
2,248
-300
-12% -$28.7K 0.03% 481
2025
Q1 		$230K Sell
2,548
-13,172
-84% -$1.3M 0.03% 466
2024
Q4 		$1.58M Buy
15,720
+13,228
+531% +$1.3M 0.19% 108
2024
Q3 		$234K Sell
2,492
-2,116
-46% -$192K 0.03% 463
2024
Q2 		$420K Sell
4,608
-900
-16% -$76.8K 0.05% 285
2024
Q1 		$464K Buy
5,508
+2,720
+98% +$219K 0.06% 286
2023
Q4 		$211K Buy
+2,788
New +$197K 0.03% 473
2023
Q3 		– Sell
-4,648
Closed -$320K – 515
2023
Q2 		$320K Buy
+4,648
New +$296K 0.05% 357
2023
Q1 		– Sell
-63,372
Closed -$3.39M – 525
2022
Q4 		$3.39M Buy
63,372
+22,836
+56% +$1.26M 0.6% 25
2022
Q3 		$2.13M Sell
40,536
-35,316
-47% -$2.08M 0.42% 36
2022
Q2 		$4.15M Buy
75,852
+71,764
+1,755% +$4.31M 0.8% 16
2022
Q1 		$284K Sell
4,088
-552
-12% -$37.7K 0.06% 337
2021
Q4 		$355K Buy
4,640
+1,700
+58% +$126K 0.07% 296
2021
Q3 		$201K Buy
+2,940
New +$208K 0.05% 409
2020
Q3 		– Sell
-7,972
Closed -$383K – 322
2020
Q2 		$383K Sell
7,972
-56,984
-88% -$2.51M 0.15% 176
2020
Q1 		$2.45M Buy
+64,956
New +$2.8M 1.32% 11

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

Wealth Alliance's IWF Position: Q1 2026 in Review

Wealth Alliance reduced its iShares Russell 1000 Growth ETF (IWF) stake by 74% in Q1 2026, selling an estimated $721K and leaving 2,264 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #483.

Wealth Alliance first reported a position in IWF in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.15M in Q2 2022. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Wealth Alliance held 2,264 shares of iShares Russell 1000 Growth ETF worth $241K as of Q1 2026.
  • Wealth Alliance sold 6,348 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $721K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #483 holding.
  • Wealth Alliance first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 19 quarters since.
  • Wealth Alliance's iShares Russell 1000 Growth ETF position peaked at $4.15M in Q2 2022.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.