Burling Wealth Partners
IWF icon

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

Burling 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
Q3 		$3.63M Hold
28,943
– – 0.51% 48
2026
Q2 		$3.59M Sell
28,943
-1
-0% -$121 0.53% 47
2026
Q1 		$3.09M Hold
28,944
– – 0.5% 54
2025
Q4 		$3.42M Hold
28,944
– – 0.53% 50
2025
Q3 		$3.39M Buy
28,944
+20,544
+245% +$2.29M 0.56% 48
2025
Q2 		$892K Sell
8,400
-256
-3% -$24.5K 0.16% 100
2025
Q1 		$781K Buy
8,656
+2,060
+31% +$203K 0.16% 102
2024
Q4 		$662K Buy
+6,596
New +$649K 0.14% 109

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Burling Wealth Partners's IWF Position: Q3 2026 in Review

Burling Wealth Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 28,943 shares worth $3.63M. The position accounts for 0.51% of the portfolio, ranked #48.

Burling Wealth Partners first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Burling Wealth Partners held 28,943 shares of iShares Russell 1000 Growth ETF worth $3.63M as of Q3 2026.
  • Burling Wealth Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.51% of Burling Wealth Partners's portfolio in Q3 2026, its #48 holding.
  • Burling Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Burling Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.