BSC
IWF icon

BOLTON SECURITIES CORPORATION’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$666K Buy
+6,252
New +$710K 0.03% 469
2025
Q3 		$763K Buy
+6,516
New +$726K 0.04% 415
2025
Q1 		$829K Buy
+9,184
New +$906K 0.05% 374

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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWF Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2026: 6,252 shares worth $666K. The stake represents 0.03% of the portfolio and ranks #469 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IWF as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IWF in Q1 2025 and has held it in 3 quarters since. The position peaked at $829K in Q1 2025. 2,458 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,252 shares of iShares Russell 1000 Growth ETF worth $666K as of Q1 2026.
  • iShares Russell 1000 Growth ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #469 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Russell 1000 Growth ETF position peaked at $829K in Q1 2025.
  • 2,458 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.