Wescott Financial Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wescott Financial Advisory 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	$2.59M	Sell	24,300 -324	-1%	-$36.8K	0.23%	55
2025 Q4	$2.91M	Sell	24,624 -792	-3%	-$93.8K	0.25%	53
2025 Q3	$2.98M	Buy	25,416 +12	+0%	+$1.34K	0.27%	50
2025 Q2	$2.7M	Buy	25,404 +1,432	+6%	+$137K	0.26%	51
2025 Q1	$2.16M	Sell	23,972 -564	-2%	-$55.6K	0.22%	55
2024 Q4	$2.46M	Buy	24,536 +12	+0%	+$1.18K	0.26%	51
2024 Q3	$2.3M	Sell	24,524 -624	-2%	-$56.6K	0.25%	54
2024 Q2	$2.29M	Sell	25,148 -788	-3%	-$67.3K	0.27%	51
2024 Q1	$2.19M	Sell	25,936 -1,500	-5%	-$121K	0.27%	46
2023 Q4	$2.08M	Buy	27,436 +44	+0.2%	+$3.11K	0.29%	49
2023 Q3	$1.82M	Sell	27,392 -2,392	-8%	-$165K	0.33%	48
2023 Q2	$2.05M	Sell	29,784 -376	-1%	-$23.9K	0.36%	46
2023 Q1	$1.84M	Sell	30,160 -40,128	-57%	-$2.31M	0.4%	46
2022 Q4	$3.76M	Buy	70,288 +40,520	+136%	+$2.23M	0.81%	27
2022 Q3	$1.57M	Sell	29,768 -884	-3%	-$52K	0.44%	40
2022 Q2	$1.68M	Buy	30,652 +2,248	+8%	+$135K	0.45%	38
2022 Q1	$1.97M	Buy	28,404 +21,684	+323%	+$1.48M	0.51%	33
2021 Q4	$513K	Hold	6,720	–	–	0.26%	40
2021 Q3	$460K	Buy	6,720 +92	+1%	+$6.51K	0.26%	43
2021 Q2	$467K	Buy	+6,628	New	+$427K	0.28%	39

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

Wescott Financial Advisory Group's IWF Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q1 2026, selling an estimated $36.8K and leaving 24,300 shares worth $2.59M. The position accounts for 0.23% of the portfolio, ranked #55.

Wescott Financial Advisory Group first reported a position in IWF in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.76M in Q4 2022. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Wescott Financial Advisory Group held 24,300 shares of iShares Russell 1000 Growth ETF worth $2.59M as of Q1 2026.
Wescott Financial Advisory Group sold 324 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $36.8K.
iShares Russell 1000 Growth ETF made up 0.23% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #55 holding.
Wescott Financial Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 20 quarters since.
Wescott Financial Advisory Group's iShares Russell 1000 Growth ETF position peaked at $3.76M in Q4 2022.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.