Cassia Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cassia Capital 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	$776K	Hold	7,280	–	–	0.4%	52
2025 Q4	$861K	Sell	7,280 -192	-3%	-$22.7K	0.47%	47
2025 Q3	$875K	Sell	7,472 -448	-6%	-$49.9K	0.48%	48
2025 Q2	$841K	Hold	7,920	–	–	0.51%	47
2025 Q1	$715K	Hold	7,920	–	–	0.45%	48
2024 Q4	$795K	Buy	7,920 +3,004	+61%	+$295K	0.51%	41
2024 Q3	$461K	Hold	4,916	–	–	0.3%	50
2024 Q2	$448K	Sell	4,916 -1,200	-20%	-$102K	0.3%	50
2024 Q1	$515K	Hold	6,116	–	–	0.34%	54
2023 Q4	$464K	Hold	6,116	–	–	0.38%	49
2023 Q3	$407K	Hold	6,116	–	–	0.33%	47
2023 Q2	$421K	Hold	6,116	–	–	0.33%	48
2023 Q1	$374K	Sell	6,116 -4,640	-43%	-$267K	0.3%	32
2022 Q4	$576K	Buy	10,756 +4,000	+59%	+$220K	0.47%	21
2022 Q3	$355K	Sell	6,756 -1,200	-15%	-$70.6K	0.33%	22
2022 Q2	$435K	Hold	7,956	–	–	0.43%	20
2022 Q1	$552K	Hold	7,956	–	–	0.44%	18
2021 Q4	$608K	Buy	+7,956	New	+$590K	0.41%	17
2021 Q3	–	Sell	-7,356	Closed	-$499K	–	115
2021 Q2	$499K	Hold	7,356	–	–	0.38%	16
2021 Q1	$447K	Sell	7,356 -316	-4%	-$19.2K	0.4%	15
2020 Q4	$463K	Buy	+7,672	New	+$437K	0.45%	14

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cassia Capital Partners's IWF Position: Q1 2026 in Review

Cassia Capital Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 7,280 shares worth $776K. The position accounts for 0.4% of the portfolio, ranked #52.

Cassia Capital Partners first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. The position peaked at $875K in Q3 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cassia Capital Partners held 7,280 shares of iShares Russell 1000 Growth ETF worth $776K as of Q1 2026.
Cassia Capital Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.4% of Cassia Capital Partners's portfolio in Q1 2026, its #52 holding.
Cassia Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
Cassia Capital Partners's iShares Russell 1000 Growth ETF position peaked at $875K in Q3 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.