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

CFM 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 		$9.18M Buy
73,961
+1,613
+2% +$194K 1.17% 24
2026
Q1 		$7.71M Buy
72,348
+364
+0.5% +$41.3K 1.16% 21
2025
Q4 		$8.52M Sell
71,984
-4,076
-5% -$483K 1.23% 22
2025
Q3 		$8.91M Sell
76,060
-3,972
-5% -$442K 1.29% 19
2025
Q2 		$8.49M Buy
80,032
+4,304
+6% +$412K 1.35% 21
2025
Q1 		$6.84M Sell
75,728
-1,200
-2% -$118K 1.21% 22
2024
Q4 		$7.72M Buy
76,928
+1,208
+2% +$119K 1.3% 20
2024
Q3 		$7.11M Sell
75,720
-2,084
-3% -$189K 1.24% 22
2024
Q2 		$7.09M Buy
77,804
+1,684
+2% +$144K 1.3% 20
2024
Q1 		$6.41M Sell
76,120
-16
-0% -$1.29K 1.29% 18
2023
Q4 		$5.77M Buy
76,136
+13,596
+22% +$961K 1.31% 18
2023
Q3 		$4.16M Buy
62,540
+12,892
+26% +$890K 1.09% 27
2023
Q2 		$3.42M Sell
49,648
-4,796
-9% -$305K 0.83% 33
2023
Q1 		$3.33M Buy
54,444
+472
+0.9% +$27.2K 0.9% 32
2022
Q4 		$2.89M Hold
53,972
– – 0.87% 35
2022
Q3 		$2.84M Sell
53,972
-832
-2% -$48.9K 0.91% 28
2022
Q2 		$3M Hold
54,804
– – 0.9% 28
2022
Q1 		$3.8M Buy
54,804
+6,200
+13% +$423K 0.91% 25
2021
Q4 		$3.74M Sell
48,604
-1,832
-4% -$136K 0.84% 31
2021
Q3 		$3.46M Sell
50,436
-92
-0.2% -$6.51K 0.87% 31
2021
Q2 		$3.43M Buy
50,528
+1,832
+4% +$118K 0.91% 28
2021
Q1 		$2.96M Sell
48,696
-3,232
-6% -$197K 0.89% 30
2020
Q4 		$3.13M Sell
51,928
-3,492
-6% -$199K 1% 29
2020
Q3 		$3M Buy
55,420
+6,364
+13% +$335K 1.1% 26
2020
Q2 		$2.35M Buy
49,056
+420
+0.9% +$18.5K 0.89% 29
2020
Q1 		$1.83M Sell
48,636
-232
-0.5% -$10K 0.85% 33
2019
Q4 		$2.25M Buy
+48,868
New +$2.04M 0.83% 34

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFM Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, buying an estimated $194K and bringing the position to 73,961 shares worth $9.18M. The position accounts for 1.17% of the portfolio, ranked #24.

CFM Wealth Partners first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • CFM Wealth Partners held 73,961 shares of iShares Russell 1000 Growth ETF worth $9.18M as of Q2 2026.
  • CFM Wealth Partners bought 1,613 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $194K.
  • iShares Russell 1000 Growth ETF made up 1.17% of CFM Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • CFM Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.