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

Williams Jones 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	$466K	Buy	4,376 +740	+20%	+$84K	0.01%	360
2025 Q4	$430K	Buy	3,636 +896	+33%	+$106K	﹤0.01%	372
2025 Q3	$321K	Hold	2,740	–	–	﹤0.01%	406
2025 Q2	$291K	Sell	2,740 -20	-0.7%	-$1.91K	﹤0.01%	420
2025 Q1	$249K	Sell	2,760 -1,920	-41%	-$189K	﹤0.01%	428
2024 Q4	$470K	Buy	4,680 +1,820	+64%	+$179K	0.01%	353
2024 Q3	$268K	Sell	2,860 -128	-4%	-$11.6K	﹤0.01%	444
2024 Q2	$272K	Buy	+2,988	New	+$255K	﹤0.01%	430
2022 Q2	–	Sell	-6,472	Closed	-$449K	–	595
2022 Q1	$449K	Buy	6,472 +796	+14%	+$54.3K	0.01%	367
2021 Q4	$434K	Hold	5,676	–	–	0.01%	351
2021 Q3	$389K	Hold	5,676	–	–	0.01%	353
2021 Q2	$385K	Buy	+5,676	New	+$366K	0.01%	360

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

Williams Jones Wealth Management's IWF Position: Q1 2026 in Review

Williams Jones Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 20% in Q1 2026, buying an estimated $84K and bringing the position to 4,376 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #360.

Williams Jones Wealth Management first reported a position in IWF in Q2 2021 and has held it in 12 quarters since. The position peaked at $470K in Q4 2024. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Williams Jones Wealth Management held 4,376 shares of iShares Russell 1000 Growth ETF worth $466K as of Q1 2026.
Williams Jones Wealth Management bought 740 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $84K.
iShares Russell 1000 Growth ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #360 holding.
Williams Jones Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 12 quarters since.
Williams Jones Wealth Management's iShares Russell 1000 Growth ETF position peaked at $470K in Q4 2024.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.