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

Aspect 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 Q3	$403K	Sell	3,218 -82	-2%	-$10K	0.15%	54
2026 Q2	$410K	Hold	3,300	–	–	0.15%	54
2026 Q1	$352K	Hold	3,300	–	–	0.14%	58
2025 Q4	$390K	Hold	3,300	–	–	0.17%	57
2025 Q3	$386K	Hold	3,300	–	–	0.18%	54
2025 Q2	$350K	Hold	3,300	–	–	0.17%	58
2025 Q1	$298K	Hold	3,300	–	–	0.17%	53
2024 Q4	$331K	Hold	3,300	–	–	0.19%	50
2024 Q3	$310K	Hold	3,300	–	–	0.17%	53
2024 Q2	$301K	Hold	3,300	–	–	0.18%	59
2024 Q1	$278K	Hold	3,300	–	–	0.22%	59
2023 Q4	$250K	Buy	+3,300	New	+$233K	0.16%	58

Other funds holding IWF

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Aspect Partners's IWF Position: Q3 2026 in Review

Aspect Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q3 2026, selling an estimated $10K and leaving 3,218 shares worth $403K. The position accounts for 0.15% of the portfolio, ranked #54.

Aspect Partners first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. The position peaked at $410K in Q2 2026. 826 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Aspect Partners held 3,218 shares of iShares Russell 1000 Growth ETF worth $403K as of Q3 2026.
Aspect Partners sold 82 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $10K.
iShares Russell 1000 Growth ETF made up 0.15% of Aspect Partners's portfolio in Q3 2026, its #54 holding.
Aspect Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares Russell 1000 Growth ETF position peaked at $410K in Q2 2026.
826 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.