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

Baldwin 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	$263K	Hold	2,120	–	–	0.02%	198
2026 Q1	$226K	Hold	2,120	–	–	0.02%	206
2025 Q4	$251K	Hold	2,120	–	–	0.02%	220
2025 Q3	$248K	Hold	2,120	–	–	0.02%	208
2025 Q2	$225K	Buy	+2,120	New	+$203K	0.02%	203
2025 Q1	–	Sell	-2,120	Closed	-$213K	–	237
2024 Q4	$213K	Hold	2,120	–	–	0.01%	225
2024 Q3	$199K	Hold	2,120	–	–	0.01%	329
2024 Q2	$193K	Hold	2,120	–	–	0.02%	201
2024 Q1	$179K	Sell	2,120 -2,456	-54%	-$198K	0.01%	221
2023 Q4	$347K	Hold	4,576	–	–	0.03%	175
2023 Q3	$304K	Hold	4,576	–	–	0.03%	193
2023 Q2	$315K	Hold	4,576	–	–	0.03%	203
2023 Q1	$280K	Hold	4,576	–	–	0.02%	208
2022 Q4	$245K	Hold	4,576	–	–	0.02%	213
2022 Q3	$241K	Hold	4,576	–	–	0.03%	155
2022 Q2	$250K	Hold	4,576	–	–	0.03%	160
2022 Q1	$318K	Hold	4,576	–	–	0.03%	159
2021 Q4	$350K	Hold	4,576	–	–	0.04%	154
2021 Q3	$314K	Hold	4,576	–	–	0.03%	157
2021 Q2	$311K	Hold	4,576	–	–	0.03%	155
2021 Q1	$278K	Buy	4,576 +2,456	+116%	+$149K	0.03%	151
2020 Q4	$128K	Hold	2,120	–	–	0.02%	224
2020 Q3	$115K	Hold	2,120	–	–	0.02%	215
2020 Q2	$102K	Hold	2,120	–	–	0.02%	219
2020 Q1	$80K	Hold	2,120	–	–	0.01%	224
2019 Q4	$93K	Hold	2,120	–	–	0.01%	245
2019 Q3	$85K	Hold	2,120	–	–	0.01%	249
2019 Q2	$83K	Hold	2,120	–	–	0.01%	261
2019 Q1	$80K	Hold	2,120	–	–	0.01%	259
2018 Q4	$69K	Sell	2,120 -1,568	-43%	-$55.3K	0.01%	260
2018 Q3	$144K	Hold	3,688	–	–	0.02%	221
2018 Q2	$133K	Hold	3,688	–	–	0.02%	229
2018 Q1	$125K	Hold	3,688	–	–	0.02%	224
2017 Q4	$124K	Hold	3,688	–	–	0.02%	227
2017 Q3	$115K	Sell	3,688 -1,960	-35%	-$60K	0.02%	226
2017 Q2	$168K	Buy	5,648 +3,688	+188%	+$108K	0.03%	200
2017 Q1	$56K	Hold	1,960	–	–	0.01%	286
2016 Q4	$51K	Hold	1,960	–	–	0.01%	295
2016 Q3	$51K	Buy	+1,960	New	+$51K	0.01%	300

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Baldwin Wealth Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,120 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #198.

Baldwin Wealth Partners first reported a position in IWF in Q3 2016 and has held it in 39 quarters since. The position peaked at $350K in Q4 2021. 1,284 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Baldwin Wealth Partners held 2,120 shares of iShares Russell 1000 Growth ETF worth $263K as of Q2 2026.
Baldwin Wealth Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #198 holding.
Baldwin Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 39 quarters since.
Baldwin Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $350K in Q4 2021.
1,284 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.