Winthrop Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Winthrop 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	$85K	Hold	800	–	–	0.02%	160
2025 Q4	$95K	Hold	800	–	–	0.02%	160
2025 Q3	$94K	Hold	800	–	–	0.02%	148
2025 Q2	$85K	Hold	800	–	–	0.02%	158
2025 Q1	$72K	Hold	800	–	–	0.02%	149
2024 Q4	$81K	Buy	+800	New	+$78.7K	0.02%	154
2024 Q1	–	Sell	-1,476	Closed	-$112K	–	221
2023 Q4	$112K	Buy	+1,476	New	+$104K	0.04%	137

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

Winthrop Capital Management's IWF Position: Q1 2026 in Review

Winthrop Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 800 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #160.

Winthrop Capital Management first reported a position in IWF in Q4 2023 and has held it in 7 quarters since. The position peaked at $112K in Q4 2023. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Winthrop Capital Management held 800 shares of iShares Russell 1000 Growth ETF worth $85K as of Q1 2026.
Winthrop Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Winthrop Capital Management's portfolio in Q1 2026, its #160 holding.
Winthrop Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares Russell 1000 Growth ETF position peaked at $112K in Q4 2023.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.