Chicago Partners Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Chicago Partners Investment Group’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	$5.68M	Buy	47,876 +7,648	+19%	+$922K	0.11%	151
2026 Q1	$4.82M	Sell	40,228 -468	-1%	-$53.1K	0.11%	165
2025 Q4	$4.76M	Buy	40,696 +1,176	+3%	+$139K	0.12%	161
2025 Q3	$4.84M	Buy	39,520 +12	+0%	+$1.34K	0.13%	155
2025 Q2	$4.31M	Sell	39,508 -2,724	-6%	-$260K	0.12%	156
2025 Q1	$3.93M	Buy	42,232 +2,496	+6%	+$246K	0.13%	150
2024 Q4	$4.02M	Sell	39,736 -128	-0.3%	-$12.6K	0.13%	142
2024 Q3	$3.77M	Sell	39,864 -48	-0.1%	-$4.35K	0.13%	133
2024 Q2	$3.48M	Sell	39,912 -288	-0.7%	-$24.6K	0.13%	141
2024 Q1	$3.26M	Buy	40,200 +4,036	+11%	+$325K	0.14%	134
2023 Q4	$2.85M	Buy	36,164 +24	+0.1%	+$1.7K	0.13%	144
2023 Q3	$2.4M	Sell	36,140 -3,968	-10%	-$274K	0.13%	149
2023 Q2	$2.79M	Buy	40,108 +9,524	+31%	+$606K	0.15%	140
2023 Q1	$1.86M	Sell	30,584 -240	-0.8%	-$13.8K	0.11%	182
2022 Q4	$1.85M	Buy	30,824 +2,444	+9%	+$134K	0.11%	176
2022 Q3	$1.52M	Buy	28,380 +40	+0.1%	+$2.35K	0.11%	172
2022 Q2	$1.74M	Buy	28,340 +4,912	+21%	+$295K	0.13%	154
2022 Q1	$1.31M	Buy	23,428 +344	+1%	+$23.5K	0.1%	171
2021 Q4	$1.55M	Buy	23,084 +1,556	+7%	+$115K	0.11%	164
2021 Q3	$1.61M	Sell	21,528 -112	-0.5%	-$7.92K	0.11%	163
2021 Q2	$1.54M	Buy	21,640 +2,812	+15%	+$181K	0.11%	153
2021 Q1	$1.24M	Buy	18,828 +2,416	+15%	+$147K	0.1%	172
2020 Q4	$1.02M	Buy	16,412 +72	+0.4%	+$4.1K	0.1%	174
2020 Q3	$876K	Buy	16,340 +1,164	+8%	+$61.3K	0.1%	154
2020 Q2	$767K	Buy	15,176 +24	+0.2%	+$1.06K	0.1%	164
2020 Q1	$642K	Buy	15,152 +20	+0.1%	+$862	0.1%	160
2019 Q4	$695K	Buy	15,132 +696	+5%	+$29.1K	0.09%	172
2019 Q3	$585K	Buy	14,436 +1,176	+9%	+$47.1K	0.08%	183
2019 Q2	$537K	Buy	13,260 +36	+0.3%	+$1.39K	0.08%	180
2019 Q1	$515K	Buy	13,224 +36	+0.3%	+$1.29K	0.08%	180
2018 Q4	$449K	Buy	13,188 +44	+0.3%	+$1.55K	0.07%	203
2018 Q3	$452K	Buy	13,144 +76	+0.6%	+$2.88K	0.07%	195
2018 Q2	$470K	Hold	13,068	–	–	0.07%	180
2018 Q1	$445K	Buy	13,068 +36	+0.3%	+$1.26K	0.08%	170
2017 Q4	$439K	Sell	13,032 -240	-2%	-$7.87K	0.07%	176
2017 Q3	$415K	Buy	+13,272	New	+$406K	0.07%	181
2017 Q2	–	Sell	-13,224	Closed	-$376K	–	723
2017 Q1	$376K	Buy	13,224 +40	+0.3%	+$1.11K	0.11%	133
2016 Q4	$346K	Buy	13,184 +92	+0.7%	+$2.39K	0.13%	125
2016 Q3	$341K	Buy	13,092 +48	+0.4%	+$1.25K	0.14%	120
2016 Q2	$327K	Hold	13,044	–	–	0.16%	91
2016 Q1	$325K	Buy	13,044 +5,188	+66%	+$123K	0.17%	82
2015 Q4	$195K	Buy	+7,856	New	+$196K	0.09%	155

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

Chicago Partners Investment Group's IWF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q2 2026, buying an estimated $922K and bringing the position to 47,876 shares worth $5.68M. The position accounts for 0.11% of the portfolio, ranked #151.

Chicago Partners Investment Group first reported a position in IWF in Q4 2015 and has held it in 42 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Chicago Partners Investment Group held 47,876 shares of iShares Russell 1000 Growth ETF worth $5.68M as of Q2 2026.
Chicago Partners Investment Group bought 7,648 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $922K.
iShares Russell 1000 Growth ETF made up 0.11% of Chicago Partners Investment Group's portfolio in Q2 2026, its #151 holding.
Chicago Partners Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 42 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.