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

Western Wealth Management’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	$2.95M	Buy	104,404 +6,896	+7%	+$783K	0.11%	196
2025 Q4	$11.5M	Buy	97,508 +7,628	+8%	+$904K	0.53%	32
2025 Q3	$10.5M	Buy	89,880 +836	+0.9%	+$93.1K	0.56%	34
2025 Q2	$9.45M	Buy	89,044 +1,364	+2%	+$130K	0.56%	36
2025 Q1	$7.92M	Sell	87,680 -44,496	-34%	-$4.39M	0.52%	39
2024 Q4	$13.3M	Buy	132,176 +21,824	+20%	+$2.15M	0.86%	23
2024 Q3	$10.4M	Buy	110,352 +24,468	+28%	+$2.22M	0.59%	34
2024 Q2	$7.83M	Buy	85,884 +6,820	+9%	+$582K	0.58%	34
2024 Q1	$6.66M	Buy	79,064 +39,088	+98%	+$3.15M	0.52%	38
2023 Q4	$3.03M	Buy	39,976 +1,268	+3%	+$89.7K	0.22%	94
2023 Q3	$2.57M	Buy	38,708 +720	+2%	+$49.7K	0.22%	97
2023 Q2	$2.61M	Buy	37,988 +1,144	+3%	+$72.7K	0.22%	97
2023 Q1	$2.25M	Buy	36,844 +360	+1%	+$20.7K	0.21%	111
2022 Q4	$1.95M	Sell	36,484 -37,124	-50%	-$2.04M	0.2%	121
2022 Q3	$3.87M	Buy	73,608 +964	+1%	+$56.7K	0.22%	105
2022 Q2	$3.97M	Sell	72,644 -1,692	-2%	-$102K	0.23%	99
2022 Q1	$5.16M	Buy	74,336 +36,808	+98%	+$2.51M	0.25%	88
2021 Q4	$2.87M	Buy	+37,528	New	+$2.78M	0.28%	81
2021 Q2	$2.66M	Buy	39,120 +432	+1%	+$27.9K	0.27%	82
2021 Q1	$2.35M	Sell	38,688 -2,800	-7%	-$170K	0.32%	71
2020 Q4	$2.5M	Sell	41,488 -1,272	-3%	-$72.4K	0.37%	61
2020 Q3	$2.32M	Buy	42,760 +168	+0.4%	+$8.85K	0.38%	56
2020 Q2	$2.04M	Buy	42,592 +764	+2%	+$33.7K	0.37%	56
2020 Q1	$1.58M	Sell	41,828 -3,036	-7%	-$131K	0.36%	65
2019 Q4	$1.97M	Buy	44,864 +17,448	+64%	+$728K	0.3%	76
2019 Q3	$1.09M	Sell	27,416 -28	-0.1%	-$1.12K	0.23%	110
2019 Q2	$1.08M	Sell	27,444 -68	-0.2%	-$2.63K	0.14%	123
2019 Q1	$1.04M	Buy	27,512 +1,112	+4%	+$40K	0.23%	105
2018 Q4	$864K	Buy	+26,400	New	+$931K	0.23%	105

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

Western Wealth Management's IWF Position: Q1 2026 in Review

Western Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.1% in Q1 2026, buying an estimated $783K and bringing the position to 104,404 shares worth $2.95M. The position accounts for 0.11% of the portfolio, ranked #196.

Western Wealth Management first reported a position in IWF in Q4 2018 and has held it in 29 quarters since. The position peaked at $13.3M in Q4 2024. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Western Wealth Management held 104,404 shares of iShares Russell 1000 Growth ETF worth $2.95M as of Q1 2026.
Western Wealth Management bought 6,896 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $783K.
iShares Russell 1000 Growth ETF made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #196 holding.
Western Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares Russell 1000 Growth ETF position peaked at $13.3M in Q4 2024.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.