CWP
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
2024
Q2 		– Sell
-16,352
Closed -$1.38M – 203
2024
Q1 		$1.38M Buy
+16,352
New +$1.32M 0.2% 29

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

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. 1,025 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.
  • 1,025 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.