Weaver Consulting Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Weaver Consulting Group’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	$889K	Sell	8,344 -528	-6%	-$59.9K	0.21%	99
2025 Q4	$1.05M	Hold	8,872	–	–	0.26%	82
2025 Q3	$1.04M	Buy	8,872 +44	+0.5%	+$4.9K	0.26%	74
2025 Q2	$937K	Hold	8,828	–	–	0.26%	77
2025 Q1	$797K	Hold	8,828	–	–	0.24%	81
2024 Q4	$886K	Hold	8,828	–	–	0.27%	73
2024 Q3	$828K	Hold	8,828	–	–	0.26%	78
2024 Q2	$804K	Hold	8,828	–	–	0.28%	76
2024 Q1	$744K	Hold	8,828	–	–	0.28%	76
2023 Q4	$669K	Hold	8,828	–	–	0.27%	70
2023 Q3	$587K	Hold	8,828	–	–	0.27%	67
2023 Q2	$607K	Hold	8,828	–	–	0.27%	67
2023 Q1	$539K	Hold	8,828	–	–	0.25%	71
2022 Q4	$473K	Sell	8,828 -656	-7%	-$36.1K	0.24%	76
2022 Q3	$499K	Sell	9,484 -1,312	-12%	-$77.2K	0.29%	66
2022 Q2	$590K	Hold	10,796	–	–	0.33%	57
2022 Q1	$749K	Hold	10,796	–	–	0.36%	50
2021 Q4	$825K	Hold	10,796	–	–	0.4%	46
2021 Q3	$740K	Hold	10,796	–	–	0.4%	46
2021 Q2	$733K	Hold	10,796	–	–	0.41%	45
2021 Q1	$656K	Hold	10,796	–	–	0.4%	44
2020 Q4	$651K	Buy	10,796 +356	+3%	+$20.3K	0.41%	49
2020 Q3	$566K	Hold	10,440	–	–	0.33%	57
2020 Q2	$501K	Buy	10,440 +1,312	+14%	+$57.8K	0.29%	63
2020 Q1	$344K	Buy	9,128 +1,188	+15%	+$51.2K	0.22%	67
2019 Q4	$317K	Hold	7,940	–	–	0.17%	78
2019 Q3	$324K	Hold	7,940	–	–	0.17%	74
2019 Q2	$312K	Hold	7,940	–	–	0.17%	73
2019 Q1	$309K	Buy	+7,940	New	+$285K	0.09%	163

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

Weaver Consulting Group's IWF Position: Q1 2026 in Review

Weaver Consulting Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q1 2026, selling an estimated $59.9K and leaving 8,344 shares worth $889K. The position accounts for 0.21% of the portfolio, ranked #99.

Weaver Consulting Group first reported a position in IWF in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.05M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Weaver Consulting Group held 8,344 shares of iShares Russell 1000 Growth ETF worth $889K as of Q1 2026.
Weaver Consulting Group sold 528 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $59.9K.
iShares Russell 1000 Growth ETF made up 0.21% of Weaver Consulting Group's portfolio in Q1 2026, its #99 holding.
Weaver Consulting Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
Weaver Consulting Group's iShares Russell 1000 Growth ETF position peaked at $1.05M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.