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Zuckerman Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Zuckerman Investment Group’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 		$9.27M Buy
86,984
+6,960
+9% +$790K 0.87% 40
2025
Q4 		$9.47M Buy
80,024
+2,876
+4% +$341K 0.85% 40
2025
Q3 		$9.03M Buy
77,148
+612
+0.8% +$68.1K 0.84% 41
2025
Q2 		$8.12M Buy
76,536
+13,020
+20% +$1.24M 0.79% 42
2025
Q1 		$5.73M Sell
63,516
-832
-1% -$82.1K 0.61% 47
2024
Q4 		$6.52M Buy
64,348
+2,420
+4% +$238K 0.63% 47
2024
Q3 		$5.81M Sell
61,928
-852
-1% -$77.2K 0.6% 46
2024
Q2 		$5.72M Buy
62,780
+9,256
+17% +$790K 0.66% 43
2024
Q1 		$4.51M Buy
53,524
+2,092
+4% +$169K 0.51% 45
2023
Q4 		$3.9M Buy
51,432
+3,648
+8% +$258K 0.5% 47
2023
Q3 		$3.18M Buy
47,784
+5,520
+13% +$381K 0.45% 47
2023
Q2 		$2.91M Buy
42,264
+840
+2% +$53.4K 0.42% 46
2023
Q1 		$2.53M Sell
41,424
-780
-2% -$44.9K 0.38% 47
2022
Q4 		$2.26M Buy
42,204
+924
+2% +$50.8K 0.36% 49
2022
Q3 		$2.17M Buy
41,280
+4,100
+11% +$241K 0.41% 45
2022
Q2 		$2.03M Buy
37,180
+1,120
+3% +$67.2K 0.37% 49
2022
Q1 		$2.5M Buy
36,060
+4,532
+14% +$309K 0.4% 49
2021
Q4 		$2.41M Buy
31,528
+1,356
+4% +$101K 0.37% 51
2021
Q3 		$2.07M Buy
30,172
+324
+1% +$22.9K 0.34% 53
2021
Q2 		$2.03M Buy
29,848
+4,796
+19% +$309K 0.32% 52
2021
Q1 		$1.52M Buy
25,052
+4,572
+22% +$278K 0.25% 52
2020
Q4 		$1.24M Sell
20,480
-1,880
-8% -$107K 0.23% 49
2020
Q3 		$1.21M Buy
22,360
+9,452
+73% +$498K 0.27% 46
2020
Q2 		$619K Buy
+12,908
New +$569K 0.15% 51

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

Zuckerman Investment Group's IWF Position: Q1 2026 in Review

Zuckerman Investment Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.7% in Q1 2026, buying an estimated $790K and bringing the position to 86,984 shares worth $9.27M. The position accounts for 0.87% of the portfolio, ranked #40.

Zuckerman Investment Group first reported a position in IWF in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.47M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Zuckerman Investment Group held 86,984 shares of iShares Russell 1000 Growth ETF worth $9.27M as of Q1 2026.
  • Zuckerman Investment Group bought 6,960 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $790K.
  • iShares Russell 1000 Growth ETF made up 0.87% of Zuckerman Investment Group's portfolio in Q1 2026, its #40 holding.
  • Zuckerman Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Zuckerman Investment Group's iShares Russell 1000 Growth ETF position peaked at $9.47M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.