Wealthspire Advisors (New York)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wealthspire Advisors (New York)’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	$40.2M	Sell	377,024 -36,380	-9%	-$4.13M	0.32%	52
2025 Q4	$48.9M	Sell	413,404 -418,180	-50%	-$49.5M	0.39%	50
2025 Q3	$97.4M	Sell	831,584 -41,616	-5%	-$4.63M	0.51%	30
2025 Q2	$92.7M	Sell	873,200 -7,752	-0.9%	-$741K	0.52%	29
2025 Q1	$79.5M	Buy	880,952 +402,260	+84%	+$39.7M	0.48%	31
2024 Q4	$48.1M	Buy	478,692 +1,628	+0.3%	+$160K	0.48%	42
2024 Q3	$44.8M	Buy	477,064 +25,872	+6%	+$2.35M	0.46%	45
2024 Q2	$41.1M	Sell	451,192 -6,412	-1%	-$547K	0.53%	34
2024 Q1	$38.6M	Sell	457,604 -10,360	-2%	-$835K	0.51%	35
2023 Q4	$35.5M	Buy	467,964 +6,816	+1%	+$482K	0.5%	35
2023 Q3	$30.7M	Sell	461,148 -23,960	-5%	-$1.65M	0.51%	34
2023 Q2	$33.4M	Buy	485,108 +50,292	+12%	+$3.2M	0.55%	35
2023 Q1	$26.6M	Buy	434,816 +1,336	+0.3%	+$77K	0.46%	38
2022 Q4	$23.2M	Sell	433,480 -44,124	-9%	-$2.43M	0.42%	40
2022 Q3	$25.1M	Buy	477,604 +37,740	+9%	+$2.22M	0.53%	36
2022 Q2	$24.1M	Buy	439,864 +13,496	+3%	+$810K	0.5%	35
2022 Q1	$29.6M	Buy	426,368 +12,644	+3%	+$863K	0.67%	24
2021 Q4	$31.6M	Sell	413,724 -7,648	-2%	-$567K	0.7%	22
2021 Q3	$28.9M	Buy	421,372 +154,536	+58%	+$10.9M	0.6%	29
2021 Q2	$18.1M	Sell	266,836 -192,884	-42%	-$12.4M	0.48%	27
2021 Q1	$27.9M	Buy	459,720 +205,088	+81%	+$12.5M	0.66%	25
2020 Q4	$15.3M	Buy	254,632 +167,836	+193%	+$9.55M	0.46%	30
2020 Q3	$4.71M	Buy	86,796 +23,124	+36%	+$1.22M	0.28%	47
2020 Q2	$3.06M	Sell	63,672 -142,780	-69%	-$6.29M	0.21%	53
2020 Q1	$7.78M	Buy	+206,452	New	+$8.9M	0.33%	46
2019 Q1	–	Sell	-167,976	Closed	-$5.5M	–	421
2018 Q4	$5.5M	Buy	+167,976	New	+$5.92M	0.53%	17

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

Wealthspire Advisors (New York)'s IWF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.8% in Q1 2026, selling an estimated $4.13M and leaving 377,024 shares worth $40.2M. The position accounts for 0.32% of the portfolio, ranked #52.

Wealthspire Advisors (New York) first reported a position in IWF in Q4 2018 and has held it in 26 quarters since. The position peaked at $97.4M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Wealthspire Advisors (New York) held 377,024 shares of iShares Russell 1000 Growth ETF worth $40.2M as of Q1 2026.
Wealthspire Advisors (New York) sold 36,380 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.13M.
iShares Russell 1000 Growth ETF made up 0.32% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #52 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s iShares Russell 1000 Growth ETF position peaked at $97.4M in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.