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AssuredPartners Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AssuredPartners Investment Advisors’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 		$645K Buy
5,976
+1,984
+50% +$225K 0.07% 220
2025
Q4 		$472K Buy
3,992
+2,204
+123% +$261K 0.07% 220
2025
Q3 		$209K Buy
+1,788
New +$199K 0.05% 256
2025
Q2 		– Sell
-4,640
Closed -$419K – 292
2025
Q1 		$419K Buy
4,640
+60
+1% +$5.92K 0.08% 223
2024
Q4 		$460K Buy
+4,580
New +$450K 0.09% 207

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

AssuredPartners Investment Advisors's IWF Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 50% in Q1 2026, buying an estimated $225K and bringing the position to 5,976 shares worth $645K. The position accounts for 0.07% of the portfolio, ranked #220.

AssuredPartners Investment Advisors first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • AssuredPartners Investment Advisors held 5,976 shares of iShares Russell 1000 Growth ETF worth $645K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 1,984 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $225K.
  • iShares Russell 1000 Growth ETF made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #220 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.