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

Cyndeo 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 		$9.49M Buy
76,434
+746
+1% +$89.9K 0.45% 76
2026
Q1 		$8.07M Sell
75,688
-6,036
-7% -$685K 0.42% 80
2025
Q4 		$9.67M Buy
81,724
+8,400
+11% +$995K 0.52% 53
2025
Q3 		$8.59M Sell
73,324
-2,160
-3% -$241K 0.48% 59
2025
Q2 		$8.01M Buy
75,484
+5,800
+8% +$555K 0.48% 63
2025
Q1 		$6.29M Buy
69,684
+48,532
+229% +$4.79M 0.41% 78
2024
Q4 		$2.12M Sell
21,152
-332
-2% -$32.7K 0.14% 154
2024
Q3 		$2.02M Sell
21,484
-52
-0.2% -$4.71K 0.14% 167
2024
Q2 		$1.96M Sell
21,536
-168
-0.8% -$14.3K 0.15% 160
2024
Q1 		$1.83M Sell
21,704
-14,868
-41% -$1.2M 0.15% 159
2023
Q4 		$2.77M Buy
36,572
+14,228
+64% +$1.01M 0.26% 111
2023
Q3 		$1.49M Sell
22,344
-964
-4% -$66.6K 0.15% 149
2023
Q2 		$1.6M Sell
23,308
-8,880
-28% -$565K 0.17% 142
2023
Q1 		$1.97M Buy
32,188
+1,784
+6% +$103K 0.21% 127
2022
Q4 		$1.63M Buy
+30,404
New +$1.67M 0.19% 136

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.99% in Q2 2026, buying an estimated $89.9K and bringing the position to 76,434 shares worth $9.49M. The position accounts for 0.45% of the portfolio, ranked #76.

Cyndeo Wealth Partners first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.67M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cyndeo Wealth Partners held 76,434 shares of iShares Russell 1000 Growth ETF worth $9.49M as of Q2 2026.
  • Cyndeo Wealth Partners bought 746 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $89.9K.
  • iShares Russell 1000 Growth ETF made up 0.45% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $9.67M in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.