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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Core Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.52% in Q2 2026, selling an estimated $1.21K and leaving 1,926 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #160.

Core Wealth Partners first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Core Wealth Partners held 1,926 shares of iShares Russell 1000 Growth ETF worth $239K as of Q2 2026.
Core Wealth Partners sold 10 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.21K.
iShares Russell 1000 Growth ETF made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #160 holding.
Core Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.