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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Balboa Wealth Partners's IWF Position: Q1 2026 in Review

Balboa Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q1 2026, buying an estimated $11.8K and bringing the position to 7,788 shares worth $830K. The position accounts for 0.14% of the portfolio, ranked #125.

Balboa Wealth Partners first reported a position in IWF in Q3 2022 and has held it in 7 quarters since. The position peaked at $911K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Balboa Wealth Partners held 7,788 shares of iShares Russell 1000 Growth ETF worth $830K as of Q1 2026.
Balboa Wealth Partners bought 104 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.8K.
iShares Russell 1000 Growth ETF made up 0.14% of Balboa Wealth Partners's portfolio in Q1 2026, its #125 holding.
Balboa Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 7 quarters since.
Balboa Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $911K in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.