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 Q2	$4.34M	Buy	34,983 +3	+0%	+$362	3.51%	6
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 $1.89T 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

Clarion Wealth Managment Partners's IWF Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, buying an estimated $362 and bringing the position to 34,983 shares worth $4.34M. The position accounts for 3.51% of the portfolio, ranked #6.

Clarion Wealth Managment Partners first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.96M in Q3 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Clarion Wealth Managment Partners held 34,983 shares of iShares Russell 1000 Growth ETF worth $4.34M as of Q2 2026.
Clarion Wealth Managment Partners bought 3 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $362.
iShares Russell 1000 Growth ETF made up 3.51% of Clarion Wealth Managment Partners's portfolio in Q2 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 5 quarters since.
Clarion Wealth Managment Partners's iShares Russell 1000 Growth ETF position peaked at $4.96M in Q3 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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