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

Clarion Wealth Managment 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	$3.73M	Sell	34,980 -3,720	-10%	-$422K	3.38%	6
2025 Q4	$4.58M	Sell	38,700 -3,660	-9%	-$434K	4.24%	6
2025 Q3	$4.96M	Sell	42,360 -428	-1%	-$47.7K	4.9%	4
2025 Q2	$4.54M	Buy	+42,788	New	+$4.09M	4.98%	4

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

Clarion Wealth Managment Partners's IWF Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.6% in Q1 2026, selling an estimated $422K and leaving 34,980 shares worth $3.73M. The position accounts for 3.38% of the portfolio, ranked #6.

Clarion Wealth Managment Partners first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.96M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Clarion Wealth Managment Partners held 34,980 shares of iShares Russell 1000 Growth ETF worth $3.73M as of Q1 2026.
Clarion Wealth Managment Partners sold 3,720 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $422K.
iShares Russell 1000 Growth ETF made up 3.38% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #6 holding.
Clarion Wealth Managment Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
Clarion Wealth Managment Partners's iShares Russell 1000 Growth ETF position peaked at $4.96M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.