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West Michigan Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

West Michigan Advisors’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 		$2.4M Buy
22,536
+1,996
+10% +$227K 0.53% 58
2025
Q4 		$2.43M Sell
20,540
-28
-0.1% -$3.32K 0.56% 58
2025
Q3 		$2.41M Sell
20,568
-108
-0.5% -$12K 0.58% 54
2025
Q2 		$2.19M Sell
20,676
-340
-2% -$32.5K 0.62% 42
2025
Q1 		$1.9M Sell
21,016
-1,400
-6% -$138K 0.63% 43
2024
Q4 		$2.25M Buy
22,416
+3,304
+17% +$325K 0.68% 38
2024
Q3 		$1.79M Buy
19,112
+892
+5% +$80.9K 0.54% 43
2024
Q2 		$1.66M Buy
18,220
+900
+5% +$76.8K 0.53% 43
2024
Q1 		$1.46M Sell
17,320
-1,748
-9% -$141K 0.47% 48
2023
Q4 		$1.45M Sell
19,068
-1,656
-8% -$117K 0.55% 44
2023
Q3 		$1.38M Sell
20,724
-148
-0.7% -$10.2K 0.74% 41
2023
Q2 		$1.44M Sell
20,872
-1,784
-8% -$113K 0.57% 48
2023
Q1 		$1.38M Sell
22,656
-156
-0.7% -$8.99K 0.79% 34
2022
Q4 		$1.22M Buy
22,812
+632
+3% +$34.8K 0.89% 26
2022
Q3 		$1.17M Buy
22,180
+288
+1% +$16.9K 1.02% 26
2022
Q2 		$1.2M Sell
21,892
-8,488
-28% -$510K 1.03% 27
2022
Q1 		$2.11M Buy
30,380
+1,088
+4% +$74.3K 1.42% 16
2021
Q4 		$2.24M Buy
+29,292
New +$2.17M 1.67% 12

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

West Michigan Advisors's IWF Position: Q1 2026 in Review

West Michigan Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.7% in Q1 2026, buying an estimated $227K and bringing the position to 22,536 shares worth $2.4M. The position accounts for 0.53% of the portfolio, ranked #58.

West Michigan Advisors first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.43M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • West Michigan Advisors held 22,536 shares of iShares Russell 1000 Growth ETF worth $2.4M as of Q1 2026.
  • West Michigan Advisors bought 1,996 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $227K.
  • iShares Russell 1000 Growth ETF made up 0.53% of West Michigan Advisors's portfolio in Q1 2026, its #58 holding.
  • West Michigan Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • West Michigan Advisors's iShares Russell 1000 Growth ETF position peaked at $2.43M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.