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

Cascade Financial 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	$3.01M	Buy	24,224 +3,236	+15%	+$390K	0.26%	68
2026 Q1	$2.24M	Hold	20,988	–	–	0.23%	74
2025 Q4	$2.48M	Sell	20,988 -100	-0.5%	-$11.8K	0.25%	70
2025 Q3	$2.47M	Sell	21,088 -100	-0.5%	-$11.1K	0.28%	70
2025 Q2	$2.25M	Buy	21,188 +3,600	+20%	+$344K	0.27%	70
2025 Q1	$1.59M	Hold	17,588	–	–	0.2%	85
2024 Q4	$1.77M	Hold	17,588	–	–	0.23%	68
2024 Q3	$1.69M	Sell	17,588 -600	-3%	-$54.4K	0.21%	72
2024 Q2	$1.66M	Hold	18,188	–	–	0.22%	71
2024 Q1	$1.51M	Buy	+18,188	New	+$1.47M	0.22%	72

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

Cascade Financial Partners's IWF Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q2 2026, buying an estimated $390K and bringing the position to 24,224 shares worth $3.01M. The position accounts for 0.26% of the portfolio, ranked #68.

Cascade Financial Partners first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cascade Financial Partners held 24,224 shares of iShares Russell 1000 Growth ETF worth $3.01M as of Q2 2026.
Cascade Financial Partners bought 3,236 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $390K.
iShares Russell 1000 Growth ETF made up 0.26% of Cascade Financial Partners's portfolio in Q2 2026, its #68 holding.
Cascade Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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