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

Autumn Glory 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	$1.81M	Sell	14,549 -5,259	-27%	-$634K	0.51%	52
2026 Q1	$2.11M	Sell	19,808 -3,020	-13%	-$343K	0.78%	34
2025 Q4	$2.7M	Hold	22,828	–	–	0.95%	24
2025 Q3	$2.67M	Buy	22,828 +156	+0.7%	+$17.4K	1.1%	23
2025 Q2	$2.41M	Sell	22,672 -156	-0.7%	-$14.9K	1.13%	22
2025 Q1	$2.06M	Hold	22,828	–	–	1.02%	27
2024 Q4	$2.29M	Hold	22,828	–	–	1.12%	22
2024 Q3	$2.14M	Hold	22,828	–	–	0.82%	35
2024 Q2	$2.08M	Hold	22,828	–	–	1.06%	29
2024 Q1	$1.92M	Hold	22,828	–	–	0.94%	33
2023 Q4	$1.74M	Hold	22,828	–	–	0.99%	30
2023 Q3	$1.52M	Buy	22,828 +396	+2%	+$27.3K	0.93%	36
2023 Q2	$1.54M	Sell	22,432 -412	-2%	-$26.2K	1.13%	29
2023 Q1	$1.4M	Hold	22,844	–	–	1.19%	23
2022 Q4	$1.22M	Sell	22,844 -56	-0.2%	-$3.08K	0.65%	53
2022 Q3	$1.21M	Hold	22,900	–	–	0.81%	41
2022 Q2	$1.25M	Sell	22,900 -124	-0.5%	-$7.44K	0.93%	30
2022 Q1	$1.6M	Sell	23,024 -520	-2%	-$35.5K	0.93%	31
2021 Q4	$1.8M	Buy	+23,544	New	+$1.75M	0.75%	43

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 22.96% 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

Autumn Glory Partners's IWF Position: Q2 2026 in Review

Autumn Glory Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 27% in Q2 2026, selling an estimated $634K and leaving 14,549 shares worth $1.81M. The position accounts for 0.51% of the portfolio, ranked #52.

Autumn Glory Partners first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.7M in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Autumn Glory Partners held 14,549 shares of iShares Russell 1000 Growth ETF worth $1.81M as of Q2 2026.
Autumn Glory Partners sold 5,259 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $634K.
iShares Russell 1000 Growth ETF made up 0.51% of Autumn Glory Partners's portfolio in Q2 2026, its #52 holding.
Autumn Glory Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Autumn Glory Partners's iShares Russell 1000 Growth ETF position peaked at $2.7M in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.