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

Daymark 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	$1.55M	Buy	12,502 +8,490	+212%	+$1.02M	0.04%	278
2026 Q1	$428K	Buy	4,012 +188	+5%	+$21.3K	0.01%	470
2025 Q4	$453K	Buy	3,824 +52	+1%	+$6.16K	0.01%	415
2025 Q3	$442K	Sell	3,772 -740	-16%	-$82.4K	0.02%	406
2025 Q2	$479K	Buy	4,512 +208	+5%	+$19.9K	0.02%	359
2025 Q1	$388K	Sell	4,304 -252	-6%	-$24.9K	0.02%	368
2024 Q4	$457K	Buy	4,556 +236	+5%	+$23.2K	0.02%	340
2024 Q3	$406K	Buy	4,320 +692	+19%	+$62.7K	0.02%	374
2024 Q2	$331K	Buy	+3,628	New	+$310K	0.02%	386

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Daymark Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 212% in Q2 2026, buying an estimated $1.02M and bringing the position to 12,502 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #278.

Daymark Wealth Partners first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Daymark Wealth Partners held 12,502 shares of iShares Russell 1000 Growth ETF worth $1.55M as of Q2 2026.
Daymark Wealth Partners bought 8,490 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.02M.
iShares Russell 1000 Growth ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #278 holding.
Daymark Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.