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 Q2	$772K	Buy	6,213 +237	+4%	+$28.6K	0.07%	214
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssuredPartners Investment Advisors's IWF Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4% in Q2 2026, buying an estimated $28.6K and bringing the position to 6,213 shares worth $772K. The position accounts for 0.07% of the portfolio, ranked #214.

AssuredPartners Investment Advisors first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

AssuredPartners Investment Advisors held 6,213 shares of iShares Russell 1000 Growth ETF worth $772K as of Q2 2026.
AssuredPartners Investment Advisors bought 237 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $28.6K.
iShares Russell 1000 Growth ETF made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #214 holding.
AssuredPartners Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.