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 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

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

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

Burling Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0% in Q2 2026, selling an estimated $121 and leaving 28,943 shares worth $3.59M. The position accounts for 0.53% of the portfolio, ranked #47.

Burling Wealth Partners first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Burling Wealth Partners held 28,943 shares of iShares Russell 1000 Growth ETF worth $3.59M as of Q2 2026.
Burling Wealth Partners sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.53% of Burling Wealth Partners's portfolio in Q2 2026, its #47 holding.
Burling Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.