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WNY Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WNY Asset 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 		$925K Buy
+8,672
New +$984K 0.1% 107
2025
Q3 		$1.12M Buy
9,580
+4
+0% +$445 0.11% 87
2025
Q2 		$1.02M Buy
9,576
+4
+0% +$382 0.11% 83
2025
Q1 		$864K Sell
9,572
-48
-0.5% -$4.74K 0.1% 100
2024
Q4 		$966K Hold
9,620
– – 0.12% 85
2024
Q3 		$903K Sell
9,620
-292
-3% -$26.5K 0.11% 96
2024
Q2 		$903K Sell
9,912
-672
-6% -$57.4K 0.12% 97
2024
Q1 		$892K Buy
10,584
+400
+4% +$32.2K 0.14% 99
2023
Q4 		$772K Sell
10,184
-4
-0% -$283 0.13% 107
2023
Q3 		$678K Hold
10,188
– – 0.13% 102
2023
Q2 		$701K Sell
10,188
-656
-6% -$41.7K 0.15% 90
2023
Q1 		$662K Buy
10,844
+12
+0.1% +$691 0.16% 93
2022
Q4 		$580K Sell
10,832
-864
-7% -$47.5K 0.16% 99
2022
Q3 		$613K Sell
11,696
-1,984
-15% -$117K 0.22% 86
2022
Q2 		$749K Sell
13,680
-468
-3% -$28.1K 0.25% 80
2022
Q1 		$979K Sell
14,148
-116
-0.8% -$7.92K 0.3% 68
2021
Q4 		$1.09M Buy
14,264
+8
+0.1% +$593 0.32% 62
2021
Q3 		$976K Buy
14,256
+136
+1% +$9.62K 0.34% 63
2021
Q2 		$959K Sell
14,120
-2,188
-13% -$141K 0.34% 62
2021
Q1 		$992K Sell
16,308
-133,664
-89% -$8.14M 0.4% 47
2020
Q4 		$9.04M Buy
+149,972
New +$8.54M 4.57% 5

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

WNY Asset Management's IWF Position: Q1 2026 in Review

WNY Asset Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2026: 8,672 shares worth $925K. The stake represents 0.1% of the portfolio and ranks #107 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in IWF as recently as Q3 2025.

WNY Asset Management first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.04M in Q4 2020. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • WNY Asset Management held 8,672 shares of iShares Russell 1000 Growth ETF worth $925K as of Q1 2026.
  • iShares Russell 1000 Growth ETF was a new WNY Asset Management position in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.1% of WNY Asset Management's portfolio in Q1 2026, its #107 holding.
  • WNY Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • WNY Asset Management's iShares Russell 1000 Growth ETF position peaked at $9.04M in Q4 2020.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.