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 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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aspect Partners's IWF Position: Q2 2026 in Review

Aspect Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,300 shares worth $410K. 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 11 quarters since. 735 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Aspect Partners held 3,300 shares of iShares Russell 1000 Growth ETF worth $410K as of Q2 2026.
Aspect Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.15% of Aspect Partners's portfolio in Q2 2026, its #54 holding.
Aspect Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
735 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.