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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Burling Wealth Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 28,944 shares worth $3.09M. The position accounts for 0.5% of the portfolio, ranked #54.

Burling Wealth Partners first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.42M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Burling Wealth Partners held 28,944 shares of iShares Russell 1000 Growth ETF worth $3.09M as of Q1 2026.
  • Burling Wealth Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.5% of Burling Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Burling Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $3.42M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.