Balboa Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Balboa Wealth 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	$1.46M	Buy	11,768 +3,980	+51%	+$480K	0.2%	87
2026 Q1	$830K	Buy	7,788 +104	+1%	+$11.8K	0.14%	125
2025 Q4	$909K	Sell	7,684 -96	-1%	-$11.4K	0.15%	106
2025 Q3	$911K	Buy	7,780 +3,720	+92%	+$414K	0.16%	108
2025 Q2	$431K	Buy	4,060 +588	+17%	+$56.2K	0.09%	179
2025 Q1	$314K	Sell	3,472 -132	-4%	-$13K	0.08%	191
2024 Q4	$362K	Buy	+3,604	New	+$354K	0.08%	181
2022 Q4	–	Sell	-5,848	Closed	-$308K	–	285
2022 Q3	$308K	Buy	+5,848	New	+$344K	0.14%	131

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

Balboa Wealth Partners's IWF Position: Q2 2026 in Review

Balboa Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 51% in Q2 2026, buying an estimated $480K and bringing the position to 11,768 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #87.

Balboa Wealth Partners first reported a position in IWF in Q3 2022 and has held it in 8 quarters since. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Balboa Wealth Partners held 11,768 shares of iShares Russell 1000 Growth ETF worth $1.46M as of Q2 2026.
Balboa Wealth Partners bought 3,980 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $480K.
iShares Russell 1000 Growth ETF made up 0.2% of Balboa Wealth Partners's portfolio in Q2 2026, its #87 holding.
Balboa Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 8 quarters since.
2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.