Ascent Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.4M | Sell |
463,432
-163,920
| -26% | -$18.6M | 5.74% | 2 |
|
|
2025
Q4 | $74.2M | Sell |
627,352
-14,256
| -2% | -$1.69M | 8.54% | 1 |
|
|
2025
Q3 | $75.1M | Sell |
641,608
-6,208
| -1% | -$691K | 8.72% | 1 |
|
|
2025
Q2 | $68.8M | Sell |
647,816
-20,908
| -3% | -$2M | 8.49% | 1 |
|
|
2025
Q1 | $60.4M | Buy |
668,724
+20,916
| +3% | +$2.06M | 8.1% | 1 |
|
|
2024
Q4 | $65M | Sell |
647,808
-20,500
| -3% | -$2.02M | 8.77% | 1 |
|
|
2024
Q3 | $62.7M | Sell |
668,308
-3,716
| -0.6% | -$337K | 8.74% | 1 |
|
|
2024
Q2 | $61.2M | Sell |
672,024
-22,324
| -3% | -$1.91M | 8.97% | 1 |
|
|
2024
Q1 | $58.5M | Sell |
694,348
-2,220
| -0.3% | -$179K | 8.69% | 1 |
|
|
2023
Q4 | $52.8M | Buy |
696,568
+11,324
| +2% | +$801K | 8.62% | 1 |
|
|
2023
Q3 | $45.6M | Sell |
685,244
-9,016
| -1% | -$623K | 8.4% | 1 |
|
|
2023
Q2 | $47.8M | Buy |
694,260
+48,488
| +8% | +$3.08M | 8.41% | 1 |
|
|
2023
Q1 | $39.4M | Sell |
645,772
-3,248
| -0.5% | -$187K | 7.93% | 1 |
|
|
2022
Q4 | $34.7M | Buy |
649,020
+6,084
| +0.9% | +$335K | 7.47% | 1 |
|
|
2022
Q3 | $33.8M | Buy |
642,936
+155,056
| +32% | +$9.12M | 8.05% | 1 |
|
|
2022
Q2 | $26.7M | Sell |
487,880
-183,060
| -27% | -$11M | 6% | 1 |
|
|
2022
Q1 | $46.6M | Sell |
670,940
-1,940
| -0.3% | -$132K | 8.71% | 1 |
|
|
2021
Q4 | $51.4M | Buy |
672,880
+2,892
| +0.4% | +$214K | 9.15% | 1 |
|
|
2021
Q3 | $45.9M | Buy |
669,988
+3,872
| +0.6% | +$274K | 8.78% | 1 |
|
|
2021
Q2 | $45.2M | Buy |
666,116
+908
| +0.1% | +$58.5K | 8.62% | 1 |
|
|
2021
Q1 | $40.4M | Buy |
665,208
+1,216
| +0.2% | +$74K | 8.77% | 1 |
|
|
2020
Q4 | $40M | Sell |
663,992
-10,788
| -2% | -$614K | 8.9% | 1 |
|
|
2020
Q3 | $36.6M | Buy |
674,780
+5,524
| +0.8% | +$291K | 9.35% | 1 |
|
|
2020
Q2 | $32.1M | Buy |
669,256
+128,864
| +24% | +$5.68M | 9.32% | 1 |
|
|
2020
Q1 | $20.4M | Sell |
540,392
-9,316
| -2% | -$401K | 7.44% | 2 |
|
|
2019
Q4 | $24.2M | Sell |
549,708
-16,060
| -3% | -$671K | 6.87% | 1 |
|
|
2019
Q3 | $22.6M | Sell |
565,768
-7,212
| -1% | -$289K | 6.91% | 1 |
|
|
2019
Q2 | $22.5M | Buy |
572,980
+4,552
| +0.8% | +$176K | 6.96% | 1 |
|
|
2019
Q1 | $21.5M | Buy |
568,428
+39,404
| +7% | +$1.42M | 7% | 1 |
|
|
2018
Q4 | $17.3M | Sell |
529,024
-26,176
| -5% | -$923K | 6.76% | 1 |
|
|
2018
Q3 | $21.6M | Buy |
555,200
+784
| +0.1% | +$29.7K | 6.91% | 1 |
|
|
2018
Q2 | $19.9M | Buy |
554,416
+17,484
| +3% | +$617K | 7.01% | 1 |
|
|
2018
Q1 | $18.3M | Sell |
536,932
-10,156
| -2% | -$356K | 6.64% | 1 |
|
|
2017
Q4 | $18.4M | Sell |
547,088
-3,416
| -0.6% | -$112K | 6.86% | 1 |
|
|
2017
Q3 | $17.2M | Buy |
550,504
+4,152
| +0.8% | +$127K | 6.89% | 1 |
|
|
2017
Q2 | $16.3M | Buy |
546,352
+13,144
| +2% | +$386K | 6.99% | 1 |
|
|
2017
Q1 | $15.2M | Buy |
533,208
+20,952
| +4% | +$581K | 6.85% | 1 |
|
|
2016
Q4 | $13.4M | Buy |
512,256
+5,416
| +1% | +$141K | 6.59% | 1 |
|
|
2016
Q3 | $13.2M | Buy |
506,840
+1,028
| +0.2% | +$26.7K | 6.67% | 1 |
|
|
2016
Q2 | $12.7M | Buy |
505,812
+17,584
| +4% | +$439K | 6.57% | 1 |
|
|
2016
Q1 | $12.2M | Buy |
488,228
+24,120
| +5% | +$570K | 6.54% | 1 |
|
|
2015
Q4 | $11.5M | Buy |
464,108
+140,940
| +44% | +$3.52M | 6.44% | 1 |
|
|
2015
Q3 | $7.51M | Sell |
323,168
-3,120
| -1% | -$76.8K | 4.49% | 2 |
|
|
2015
Q2 | $8.08M | Sell |
326,288
-3,220
| -1% | -$81K | 4.44% | 2 |
|
|
2015
Q1 | $8.15M | Sell |
329,508
-9,784
| -3% | -$239K | 4.46% | 2 |
|
|
2014
Q4 | $8.11M | Buy |
339,292
+20,988
| +7% | +$491K | 4.76% | 2 |
|
|
2014
Q3 | $7.29M | Buy |
318,304
+6,268
| +2% | +$144K | 4.63% | 2 |
|
|
2014
Q2 | $7.09M | Buy |
312,036
+6,168
| +2% | +$135K | 4.48% | 2 |
|
|
2014
Q1 | $6.62M | Buy |
305,868
+32,460
| +12% | +$697K | 4.54% | 2 |
|
|
2013
Q4 | $5.88M | Buy |
+273,408
| New | +$5.61M | 4.16% | 2 |
|
Other funds holding IWF
Ascent Wealth Partners's IWF Position: Q1 2026 in Review
Ascent Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 26% in Q1 2026, selling an estimated $18.6M and leaving 463,432 shares worth $49.4M. The position accounts for 5.74% of the portfolio, ranked #2.
Ascent Wealth Partners first reported a position in IWF in Q4 2013 and has held it in 50 quarters since. The position peaked at $75.1M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Ascent Wealth Partners held 463,432 shares of iShares Russell 1000 Growth ETF worth $49.4M as of Q1 2026.
- Ascent Wealth Partners sold 163,920 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $18.6M.
- iShares Russell 1000 Growth ETF made up 5.74% of Ascent Wealth Partners's portfolio in Q1 2026, its #2 holding.
- Ascent Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
- Ascent Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $75.1M in Q3 2025.
- 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.