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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Daymark Wealth Partners's IWF Position: Q1 2026 in Review

Daymark Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.9% in Q1 2026, buying an estimated $21.3K and bringing the position to 4,012 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #470.

Daymark Wealth Partners first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $479K in Q2 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Daymark Wealth Partners held 4,012 shares of iShares Russell 1000 Growth ETF worth $428K as of Q1 2026.
Daymark Wealth Partners bought 188 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $21.3K.
iShares Russell 1000 Growth ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #470 holding.
Daymark Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Daymark Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $479K in Q2 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.