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Wilkins Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wilkins Investment Counsel’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 		– Sell
-2,000
Closed -$237K – 122
2025
Q4 		$237K Hold
2,000
– – 0.03% 114
2025
Q3 		$234K Sell
2,000
-400
-17% -$44.5K 0.03% 115
2025
Q2 		$255K Sell
2,400
-1,236
-34% -$118K 0.04% 114
2025
Q1 		$328K Buy
+3,636
New +$359K 0.05% 108

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

Wilkins Investment Counsel's IWF Position: Q1 2026 in Review

Wilkins Investment Counsel sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,000 shares — an estimated $237K sold.

Wilkins Investment Counsel first reported a position in IWF in Q1 2025 and held it in 4 quarters. The position peaked at $328K in Q1 2025. 2,442 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Wilkins Investment Counsel reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Wilkins Investment Counsel sold 2,000 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $237K.
  • Wilkins Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and held it in 4 quarters.
  • Wilkins Investment Counsel's iShares Russell 1000 Growth ETF position peaked at $328K in Q1 2025.
  • 2,442 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.