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

Clarkston 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	–	Sell	-16,936	Closed	-$2M	–	141
2025 Q4	$2M	Hold	16,936	–	–	0.05%	103
2025 Q3	$1.98M	Sell	16,936 -468	-3%	-$52.1K	0.04%	96
2025 Q2	$1.85M	Sell	17,404 -52	-0.3%	-$4.97K	0.04%	92
2025 Q1	$1.58M	Buy	17,456 +1,264	+8%	+$125K	0.03%	91
2024 Q4	$1.63M	Hold	16,192	–	–	0.03%	87
2024 Q3	$1.52M	Sell	16,192 -1,344	-8%	-$122K	0.03%	90
2024 Q2	$1.6M	Sell	17,536 -108	-0.6%	-$9.22K	0.03%	84
2024 Q1	$1.49M	Hold	17,644	–	–	0.03%	88
2023 Q4	$1.34M	Hold	17,644	–	–	0.02%	85
2023 Q3	$1.17M	Sell	17,644 -1,412	-7%	-$97.5K	0.02%	89
2023 Q2	$1.31M	Buy	19,056 +1,180	+7%	+$75K	0.02%	83
2023 Q1	$1.09M	Sell	17,876 -400	-2%	-$23K	0.02%	89
2022 Q4	$979K	Hold	18,276	–	–	0.02%	96
2022 Q3	$961K	Sell	18,276 -920	-5%	-$54.1K	0.02%	95
2022 Q2	$1.05M	Sell	19,196 -4,040	-17%	-$243K	0.02%	94
2022 Q1	$1.61M	Sell	23,236 -1,920	-8%	-$131K	0.03%	83
2021 Q4	$1.92M	Hold	25,156	–	–	0.03%	67
2021 Q3	$1.72M	Hold	25,156	–	–	0.03%	63
2021 Q2	$1.71M	Buy	25,156 +1,300	+5%	+$83.8K	0.03%	64
2021 Q1	$1.45M	Buy	23,856 +2,000	+9%	+$122K	0.03%	66
2020 Q4	$1.32M	Buy	21,856 +8,228	+60%	+$468K	0.03%	55
2020 Q3	$739K	Hold	13,628	–	–	0.02%	65
2020 Q2	$654K	Buy	+13,628	New	+$601K	0.02%	63

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Clarkston Capital Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 16,936 shares — an estimated $2M sold.

Clarkston Capital Partners first reported a position in IWF in Q2 2020 and held it in 23 quarters. The position peaked at $2M in Q4 2025. 2,449 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Clarkston Capital Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 16,936 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2M.
Clarkston Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 23 quarters.
Clarkston Capital Partners's iShares Russell 1000 Growth ETF position peaked at $2M in Q4 2025.
2,449 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.