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Curran Financial Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Curran Financial 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
Q1 		$902K Hold
8,460
– – 0.16% 66
2025
Q4 		$1M Buy
8,460
+56
+0.7% +$6.63K 0.19% 66
2025
Q3 		$984K Sell
8,404
-4
-0% -$445 0.19% 67
2025
Q2 		$893K Buy
8,408
+976
+13% +$93.3K 0.2% 64
2025
Q1 		$671K Buy
7,432
+48
+0.7% +$4.74K 0.16% 55
2024
Q4 		$741K Hold
7,384
– – 0.19% 55
2024
Q3 		$693K Sell
7,384
-92
-1% -$8.34K 0.2% 64
2024
Q2 		$681K Sell
7,476
-288
-4% -$24.6K 0.23% 60
2024
Q1 		$654K Buy
7,764
+344
+5% +$27.7K 0.23% 57
2023
Q4 		$585K Sell
7,420
-8,672
-54% -$613K 0.22% 53
2023
Q3 		$822K Buy
16,092
+8,640
+116% +$597K 0.36% 44
2023
Q2 		$513K Sell
7,452
-20
-0.3% -$1.27K 0.22% 54
2023
Q1 		$456K Sell
7,472
-820
-10% -$47.2K 0.22% 47
2022
Q4 		$444K Buy
8,292
+28
+0.3% +$1.54K 0.21% 50
2022
Q3 		$435K Buy
8,264
+4
+0% +$235 0.22% 42
2022
Q2 		$452K Buy
8,260
+296
+4% +$17.8K 0.21% 45
2022
Q1 		$553K Sell
7,964
-40
-0.5% -$2.73K 0.23% 54
2021
Q4 		$612K Hold
8,004
– – 0.26% 47
2021
Q3 		$548K Sell
8,004
-36
-0.4% -$2.55K 0.28% 43
2021
Q2 		$546K Buy
8,040
+1,212
+18% +$78.1K 0.3% 44
2021
Q1 		$415K Buy
6,828
+136
+2% +$8.28K 0.3% 41
2020
Q4 		$403K Buy
+6,692
New +$381K 0.35% 40

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curran Financial Partners's IWF Position: Q1 2026 in Review

Curran Financial Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 8,460 shares worth $902K. The position accounts for 0.16% of the portfolio, ranked #66.

Curran Financial Partners first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Curran Financial Partners held 8,460 shares of iShares Russell 1000 Growth ETF worth $902K as of Q1 2026.
  • Curran Financial Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.16% of Curran Financial Partners's portfolio in Q1 2026, its #66 holding.
  • Curran Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Curran Financial Partners's iShares Russell 1000 Growth ETF position peaked at $1M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.