Badgley Phelps Wealth Managers
IWF icon

Badgley Phelps Wealth Managers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Badgley Phelps Wealth Managers’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 		$68.1M Buy
543,805
+37,012
+7% +$4.53M 1.17% 23
2026
Q2 		$62.9M Buy
506,793
+36,305
+8% +$4.38M 1.1% 26
2026
Q1 		$50.2M Sell
470,488
-8,248
-2% -$936K 1% 24
2025
Q4 		$56.6M Buy
478,736
+34,528
+8% +$4.09M 1.04% 25
2025
Q3 		$52M Sell
444,208
-8,888
-2% -$990K 1.09% 24
2025
Q2 		$48.1M Buy
453,096
+22,184
+5% +$2.12M 1.07% 24
2025
Q1 		$38.9M Sell
430,912
-9,212
-2% -$909K 0.94% 29
2024
Q4 		$44.2M Buy
440,124
+25,628
+6% +$2.52M 1.03% 25
2024
Q3 		$38.9M Buy
414,496
+2,176
+0.5% +$197K 0.9% 29
2024
Q2 		$37.6M Sell
412,320
-1,468
-0.4% -$125K 0.93% 29
2024
Q1 		$34.9M Sell
413,788
-72,312
-15% -$5.83M 0.87% 31
2023
Q4 		$36.8M Buy
486,100
+97,088
+25% +$6.87M 1% 29
2023
Q3 		$25.9M Sell
389,012
-5,996
-2% -$414K 0.88% 34
2023
Q2 		$27.2M Buy
395,008
+1,628
+0.4% +$104K 0.9% 33
2023
Q1 		$24M Sell
393,380
-16,152
-4% -$931K 0.88% 34
2022
Q4 		$21.9M Buy
409,532
+55,208
+16% +$3.04M 0.88% 37
2022
Q3 		$18.6M Buy
354,324
+11,488
+3% +$676K 0.8% 37
2022
Q2 		$18.7M Sell
342,836
-5,036
-1% -$302K 0.77% 42
2022
Q1 		$24.1M Sell
347,872
-4,392
-1% -$300K 0.84% 39
2021
Q4 		$26.9M Buy
352,264
+92
+0% +$6.82K 0.87% 35
2021
Q3 		$24.1M Buy
+352,172
New +$24.9M 0.88% 37

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Badgley Phelps Wealth Managers's IWF Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.3% in Q3 2026, buying an estimated $4.53M and bringing the position to 543,805 shares worth $68.1M. The position accounts for 1.17% of the portfolio, ranked #23.

Badgley Phelps Wealth Managers first reported a position in IWF in Q3 2021 and has held it in 21 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Badgley Phelps Wealth Managers held 543,805 shares of iShares Russell 1000 Growth ETF worth $68.1M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 37,012 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.53M.
  • iShares Russell 1000 Growth ETF made up 1.17% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #23 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.