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Accretive Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Accretive Wealth Partners’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 		$18.5M Buy
173,948
+5,344
+3% +$607K 5.21% 1
2025
Q4 		$20M Buy
168,604
+2,736
+2% +$324K 5.92% 1
2025
Q3 		$19.4M Buy
165,868
+9,532
+6% +$1.06M 5.93% 1
2025
Q2 		$16.6M Buy
156,336
+5,836
+4% +$558K 5.44% 1
2025
Q1 		$14M Buy
150,500
+18,068
+14% +$1.78M 4.93% 2
2024
Q4 		$13.3M Sell
132,432
-3,012
-2% -$296K 5.64% 1
2024
Q3 		$12.7M Sell
135,444
-4,152
-3% -$376K 5.32% 2
2024
Q2 		$12.7M Buy
139,596
+108
+0.1% +$9.22K 5.32% 2
2024
Q1 		$11.6M Buy
139,488
+5,544
+4% +$447K 5.11% 2
2023
Q4 		$10.2M Sell
133,944
-256
-0.2% -$18.1K 4.88% 2
2023
Q3 		$8.92M Buy
134,200
+4,888
+4% +$338K 5.32% 2
2023
Q2 		$8.9M Buy
129,312
+5,188
+4% +$330K 5.28% 2
2023
Q1 		$7.58M Buy
124,124
+2,476
+2% +$143K 4.85% 3
2022
Q4 		$6.52M Buy
121,648
+5,332
+5% +$293K 4.48% 3
2022
Q3 		$6.12M Buy
116,316
+384
+0.3% +$22.6K 4.66% 3
2022
Q2 		$6.34M Buy
115,932
+2,860
+3% +$172K 4.6% 2
2022
Q1 		$7.85M Buy
113,072
+3,900
+4% +$266K 4.92% 1
2021
Q4 		$8.34M Buy
109,172
+5,428
+5% +$402K 5.31% 1
2021
Q3 		$7.11M Buy
103,744
+1,476
+1% +$104K 5.02% 1
2021
Q2 		$6.94M Buy
102,268
+17,304
+20% +$1.12M 5% 1
2021
Q1 		$5.16M Buy
84,964
+3,088
+4% +$188K 4.65% 1
2020
Q4 		$4.94M Buy
+81,876
New +$4.66M 4.88% 2

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

Accretive Wealth Partners's IWF Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q1 2026, buying an estimated $607K and bringing the position to 173,948 shares worth $18.5M. The position accounts for 5.21% of the portfolio, ranked #1.

Accretive Wealth Partners first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $20M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Accretive Wealth Partners held 173,948 shares of iShares Russell 1000 Growth ETF worth $18.5M as of Q1 2026.
  • Accretive Wealth Partners bought 5,344 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $607K.
  • iShares Russell 1000 Growth ETF made up 5.21% of Accretive Wealth Partners's portfolio in Q1 2026, its #1 holding.
  • Accretive Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $20M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.