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

BBR 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	$10.6M	Buy	85,231 +73,351	+617%	+$8.84M	0.5%	26
2026 Q1	$1.27M	Sell	11,880 -32,852	-73%	-$3.73M	0.07%	93
2025 Q4	$5.29M	Buy	44,732 +1,856	+4%	+$220K	0.28%	36
2025 Q3	$5.02M	Hold	42,876	–	–	0.29%	39
2025 Q2	$4.55M	Buy	42,876 +4,940	+13%	+$472K	0.28%	36
2025 Q1	$3.42M	Hold	37,936	–	–	0.24%	43
2024 Q4	$3.81M	Sell	37,936 -2,716	-7%	-$267K	0.27%	36
2024 Q3	$3.81M	Hold	40,652	–	–	0.29%	34
2024 Q2	$3.7M	Sell	40,652 -2,400	-6%	-$205K	0.3%	33
2024 Q1	$3.63M	Buy	43,052 +4,028	+10%	+$325K	0.29%	41
2023 Q4	$2.96M	Hold	39,024	–	–	0.3%	40
2023 Q3	$2.59M	Hold	39,024	–	–	0.29%	39
2023 Q2	$2.68M	Buy	39,024 +1,064	+3%	+$67.7K	0.3%	37
2023 Q1	$2.32M	Hold	37,960	–	–	0.27%	40
2022 Q4	$2.03M	Hold	37,960	–	–	0.23%	41
2022 Q3	$2M	Hold	37,960	–	–	0.26%	45
2022 Q2	$2.08M	Sell	37,960 -368	-1%	-$22.1K	0.24%	49
2022 Q1	$2.66M	Hold	38,328	–	–	0.25%	50
2021 Q4	$2.93M	Hold	38,328	–	–	0.34%	38
2021 Q3	$2.63M	Hold	38,328	–	–	0.22%	39
2021 Q2	$2.6M	Hold	38,328	–	–	0.21%	42
2021 Q1	$2.33M	Sell	38,328 -360	-0.9%	-$21.9K	0.19%	48
2020 Q4	$2.33M	Buy	38,688 +360	+0.9%	+$20.5K	0.19%	39
2020 Q3	$2.08M	Sell	38,328 -26,252	-41%	-$1.38M	0.18%	44
2020 Q2	$3.1M	Sell	64,580 -3,740	-5%	-$165K	0.39%	25
2020 Q1	$2.57M	Buy	68,320 +36,332	+114%	+$1.57M	0.38%	31
2019 Q4	$1.41M	Buy	31,988 +2,964	+10%	+$124K	0.15%	73
2019 Q3	$1.16M	Buy	+29,024	New	+$1.16M	0.18%	44
2018 Q3	–	Sell	-7,000	Closed	-$252K	–	114
2018 Q2	$252K	Buy	+7,000	New	+$247K	0.04%	83
2016 Q1	–	Sell	-18,812	Closed	-$468K	–	79
2015 Q4	$468K	Sell	18,812 -2,768	-13%	-$69.1K	0.07%	37
2015 Q3	$502K	Hold	21,580	–	–	0.07%	28
2015 Q2	$534K	Hold	21,580	–	–	0.07%	37
2015 Q1	$534K	Buy	+21,580	New	+$527K	0.07%	38

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

BBR Partners's IWF Position: Q2 2026 in Review

BBR Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 617% in Q2 2026, buying an estimated $8.84M and bringing the position to 85,231 shares worth $10.6M. The position accounts for 0.5% of the portfolio, ranked #26.

BBR Partners first reported a position in IWF in Q1 2015 and has held it in 33 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

BBR Partners held 85,231 shares of iShares Russell 1000 Growth ETF worth $10.6M as of Q2 2026.
BBR Partners bought 73,351 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $8.84M.
iShares Russell 1000 Growth ETF made up 0.5% of BBR Partners's portfolio in Q2 2026, its #26 holding.
BBR Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 33 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.