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IWF icon

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

Curated 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 		$390K Sell
9,786
-7,786
-44% -$939K 0.05% 345
2026
Q1 		$1.87M Sell
17,572
-2,140
-11% -$243K 0.24% 34
2025
Q4 		$2.33M Hold
19,712
– – 0.25% 30
2025
Q3 		$2.31M Hold
19,712
– – 0.28% 25
2025
Q2 		$2.09M Buy
19,712
+4
+0% +$382 0.25% 25
2025
Q1 		$1.78M Hold
19,708
– – 0.23% 30
2024
Q4 		$1.98M Hold
19,708
– – 0.23% 25
2024
Q3 		$1.85M Hold
19,708
– – 0.24% 26
2024
Q2 		$1.8M Buy
+19,708
New +$1.68M 0.25% 23
2024
Q1 		– Sell
-16,180
Closed -$1.3M – 208
2023
Q4 		$1.23M Hold
16,180
– – 0.2% 33
2023
Q3 		$1.08M Buy
16,180
+8,420
+109% +$581K 0.2% 31
2023
Q2 		$534K Buy
+7,760
New +$493K 0.1% 68
2023
Q1 		– Sell
-3,812
Closed -$204K – 136
2022
Q4 		$204K Sell
3,812
-520
-12% -$28.6K 0.05% 123
2022
Q3 		$228K Sell
4,332
-40
-0.9% -$2.35K 0.07% 111
2022
Q2 		$239K Sell
4,372
-12,876
-75% -$773K 0.07% 114
2022
Q1 		$1.32M Hold
17,248
– – 0.45% 23
2021
Q4 		$1.32M Buy
17,248
+9,744
+130% +$722K 0.43% 24
2021
Q3 		$514K Hold
7,504
– – 0.29% 74
2021
Q2 		$509K Sell
7,504
-24,652
-77% -$1.59M 0.28% 71
2021
Q1 		$1.95M Hold
32,156
– – 1.2% 16
2020
Q4 		$1.94M Buy
+32,156
New +$1.83M 1.26% 14

Other funds holding IWF

S
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
SP
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Curated Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 44% in Q2 2026, selling an estimated $939K and leaving 9,786 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #345.

Curated Wealth Partners first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.33M in Q4 2025. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Curated Wealth Partners held 9,786 shares of iShares Russell 1000 Growth ETF worth $390K as of Q2 2026.
  • Curated Wealth Partners sold 7,786 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $939K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #345 holding.
  • Curated Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $2.33M in Q4 2025.
  • 983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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