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Alvarez & Marsal Private Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Alvarez & Marsal Private 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
Q2 		$762K Buy
6,136
+2,580
+73% +$311K 0.1% 42
2026
Q1 		$379K Hold
3,556
– – 0.05% 100
2025
Q4 		$421K Buy
+3,556
New +$421K 0.08% 53

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 $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's IWF Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 73% in Q2 2026, buying an estimated $311K and bringing the position to 6,136 shares worth $762K. The position accounts for 0.1% of the portfolio, ranked #42.

Alvarez & Marsal Private Wealth Partners first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 6,136 shares of iShares Russell 1000 Growth ETF worth $762K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 2,580 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $311K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.