Wilson & Boucher Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wilson & Boucher Capital 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	$385K	Hold	3,616	–	–	0.26%	80
2025 Q4	$428K	Sell	3,616 -144	-4%	-$17.1K	0.28%	79
2025 Q3	$440K	Hold	3,760	–	–	0.29%	80
2025 Q2	$399K	Hold	3,760	–	–	0.28%	82
2025 Q1	$339K	Hold	3,760	–	–	0.25%	89
2024 Q4	$377K	Buy	3,760 +500	+15%	+$49.2K	0.27%	86
2024 Q3	$306K	Buy	+3,260	New	+$296K	0.21%	94

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 $424B AUM 22.94% 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

Wilson & Boucher Capital Management's IWF Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,616 shares worth $385K. The position accounts for 0.26% of the portfolio, ranked #80.

Wilson & Boucher Capital Management first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $440K in Q3 2025. 2,439 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Wilson & Boucher Capital Management held 3,616 shares of iShares Russell 1000 Growth ETF worth $385K as of Q1 2026.
Wilson & Boucher Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.26% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #80 holding.
Wilson & Boucher Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Wilson & Boucher Capital Management's iShares Russell 1000 Growth ETF position peaked at $440K in Q3 2025.
2,439 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.