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

Concord 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 		$13.7K Buy
+110
New +$13.3K ﹤0.01% 534
2026
Q1 		– Sell
-248
Closed -$29.4K – 499
2025
Q4 		$29.4K Buy
248
+168
+210% +$19.9K ﹤0.01% 394
2025
Q3 		$9.42K Sell
80
-168
-68% -$18.7K ﹤0.01% 547
2025
Q2 		$26.4K Buy
248
+236
+1,967% +$22.6K ﹤0.01% 433
2025
Q1 		$1.12K Hold
12
– – ﹤0.01% 723
2024
Q4 		$1.25K Sell
12
-168
-93% -$16.5K ﹤0.01% 765
2024
Q3 		$16.9K Buy
180
+168
+1,400% +$15.2K ﹤0.01% 498
2024
Q2 		$1.13K Sell
12
-2,944
-100% -$251K ﹤0.01% 715
2024
Q1 		$249K Buy
2,956
+2,944
+24,533% +$237K 0.04% 188
2023
Q4 		$935 Sell
12
-2,104
-99% -$149K ﹤0.01% 763
2023
Q3 		$141K Buy
2,116
+1,012
+92% +$69.9K 0.03% 232
2023
Q2 		$75.8K Buy
1,104
+184
+20% +$11.7K 0.02% 303
2023
Q1 		$56.2K Sell
920
-184
-17% -$10.6K 0.02% 327
2022
Q4 		$59.2K Buy
+1,104
New +$60.7K 0.02% 348
2022
Q3 		– Sell
-328
Closed -$18K – 648
2022
Q2 		$18K Buy
328
+200
+156% +$12K ﹤0.01% 561
2022
Q1 		$9K Sell
128
-436
-77% -$29.8K ﹤0.01% 803
2021
Q4 		$43K Buy
564
+484
+605% +$35.9K 0.01% 481
2021
Q3 		$5K Sell
80
-80
-50% -$5.66K ﹤0.01% 584
2021
Q2 		$11K Sell
160
-1,004
-86% -$64.7K ﹤0.01% 612
2021
Q1 		$71K Sell
1,164
-1,636
-58% -$99.6K 0.02% 271
2020
Q4 		$169K Buy
+2,800
New +$159K 0.13% 83

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

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

Concord Wealth Partners opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 110 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IWF as recently as Q4 2025.

Concord Wealth Partners first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. The position peaked at $249K in Q1 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Concord Wealth Partners held 110 shares of iShares Russell 1000 Growth ETF worth $13.7K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #534 holding.
  • Concord Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $249K in Q1 2024.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.