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

BSW 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	$2.09M	Buy	16,806 +710	+4%	+$85.6K	0.23%	64
2026 Q1	$1.72M	Hold	16,096	–	–	0.21%	65
2025 Q4	$1.9M	Buy	16,096 +20	+0.1%	+$2.37K	0.23%	60
2025 Q3	$1.88M	Hold	16,076	–	–	0.23%	58
2025 Q2	$1.71M	Hold	16,076	–	–	0.23%	59
2025 Q1	$1.45M	Buy	16,076 +2,200	+16%	+$217K	0.22%	62
2024 Q4	$1.39M	Hold	13,876	–	–	0.2%	66
2024 Q3	$1.3M	Hold	13,876	–	–	0.2%	67
2024 Q2	$1.26M	Buy	13,876 +1,324	+11%	+$113K	0.21%	62
2024 Q1	$1.06M	Hold	12,552	–	–	0.18%	74
2023 Q4	$951K	Hold	12,552	–	–	0.19%	73
2023 Q3	$835K	Hold	12,552	–	–	0.19%	72
2023 Q2	$863K	Hold	12,552	–	–	0.18%	72
2023 Q1	$767K	Hold	12,552	–	–	0.16%	95
2022 Q4	$672K	Hold	12,552	–	–	0.14%	106
2022 Q3	$660K	Buy	+12,552	New	+$738K	0.16%	83

Other funds holding IWF

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

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

BSW Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, buying an estimated $85.6K and bringing the position to 16,806 shares worth $2.09M. The position accounts for 0.23% of the portfolio, ranked #64.

BSW Wealth Partners first reported a position in IWF in Q3 2022 and has held it in 16 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

BSW Wealth Partners held 16,806 shares of iShares Russell 1000 Growth ETF worth $2.09M as of Q2 2026.
BSW Wealth Partners bought 710 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $85.6K.
iShares Russell 1000 Growth ETF made up 0.23% of BSW Wealth Partners's portfolio in Q2 2026, its #64 holding.
BSW Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.