Core Wealth Partners
IWF icon

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

Core 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
Q3 		$241K Hold
1,926
– – 0.1% 161
2026
Q2 		$239K Sell
1,926
-10
-0.5% -$1.21K 0.1% 160
2026
Q1 		$206K Hold
1,936
– – 0.1% 165
2025
Q4 		$229K Hold
1,936
– – 0.1% 151
2025
Q3 		$227K Hold
1,936
– – 0.1% 151
2025
Q2 		$205K Buy
+1,936
New +$185K 0.1% 164
2025
Q1 		– Sell
-2,000
Closed -$201K – 175
2024
Q4 		$201K Buy
+2,000
New +$197K 0.12% 161

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Core Wealth Partners's IWF Position: Q3 2026 in Review

Core Wealth Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 1,926 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #161.

Core Wealth Partners first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 1,538 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Core Wealth Partners held 1,926 shares of iShares Russell 1000 Growth ETF worth $241K as of Q3 2026.
  • Core Wealth Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.1% of Core Wealth Partners's portfolio in Q3 2026, its #161 holding.
  • Core Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,538 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.