Edgestream Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $936K | Sell |
8,780
-5,512
| -39% | -$626K | 0.03% | 646 |
|
|
2025
Q4 | $1.69M | Sell |
14,292
-900
| -6% | -$107K | 0.05% | 576 |
|
|
2025
Q3 | $1.78M | Buy |
15,192
+6,196
| +69% | +$690K | 0.05% | 550 |
|
|
2025
Q2 | $955K | Sell |
8,996
-1,020
| -10% | -$97.5K | 0.03% | 651 |
|
|
2025
Q1 | $904K | Buy |
10,016
+5,052
| +102% | +$498K | 0.03% | 619 |
|
|
2024
Q4 | $498K | Sell |
4,964
-5,580
| -53% | -$549K | 0.02% | 689 |
|
|
2024
Q3 | $990K | Buy |
10,544
+2,448
| +30% | +$222K | 0.04% | 570 |
|
|
2024
Q2 | $738K | Sell |
8,096
-7,528
| -48% | -$643K | 0.04% | 594 |
|
|
2024
Q1 | $1.32M | Buy |
15,624
+7,708
| +97% | +$621K | 0.07% | 441 |
|
|
2023
Q4 | $600K | Sell |
7,916
-7,784
| -50% | -$550K | 0.04% | 566 |
|
|
2023
Q3 | $1.04M | Buy |
15,700
+5,892
| +60% | +$407K | 0.08% | 387 |
|
|
2023
Q2 | $675K | Buy |
+9,808
| New | +$624K | 0.06% | 460 |
|
|
2023
Q1 | – | Sell |
-7,528
| Closed | -$403K | – | 606 |
|
|
2022
Q4 | $403K | Buy |
7,528
+3,656
| +94% | +$201K | 0.05% | 396 |
|
|
2022
Q3 | $204K | Sell |
3,872
-7,424
| -66% | -$437K | 0.02% | 429 |
|
|
2022
Q2 | $618K | Buy |
+11,296
| New | +$678K | 0.05% | 386 |
|
|
2022
Q1 | – | Sell |
-13,844
| Closed | -$1.06M | – | 585 |
|
|
2021
Q4 | $1.06M | Buy |
13,844
+7,352
| +113% | +$545K | 0.07% | 311 |
|
|
2021
Q3 | $445K | Sell |
6,492
-1,024
| -14% | -$72.4K | 0.03% | 400 |
|
|
2021
Q2 | $510K | Buy |
7,516
+1,876
| +33% | +$121K | 0.03% | 353 |
|
|
2021
Q1 | $343K | Sell |
5,640
-11,160
| -66% | -$679K | 0.02% | 345 |
|
|
2020
Q4 | $1.01M | Buy |
+16,800
| New | +$956K | 0.05% | 289 |
|
|
2020
Q3 | – | Sell |
-29,412
| Closed | -$1.41M | – | 323 |
|
|
2020
Q2 | $1.41M | Buy |
+29,412
| New | +$1.3M | 0.07% | 221 |
|
|
2020
Q1 | – | Sell |
-8,652
| Closed | -$381K | – | 340 |
|
|
2019
Q4 | $381K | Sell |
8,652
-2,380
| -22% | -$99.4K | 0.02% | 283 |
|
|
2019
Q3 | $440K | Buy |
11,032
+3,944
| +56% | +$158K | 0.04% | 220 |
|
|
2019
Q2 | $279K | Buy |
+7,088
| New | +$274K | 0.03% | 216 |
|
|
2018
Q4 | – | Sell |
-7,512
| Closed | -$293K | – | 263 |
|
|
2018
Q3 | $293K | Buy |
+7,512
| New | +$284K | 0.05% | 224 |
|
|
2018
Q2 | – | Sell |
-11,256
| Closed | -$383K | – | 276 |
|
|
2018
Q1 | $383K | Sell |
11,256
-20,540
| -65% | -$720K | 0.08% | 204 |
|
|
2017
Q4 | $1.07M | Sell |
31,796
-10,800
| -25% | -$354K | 1.28% | 19 |
|
|
2017
Q3 | $1.33M | Sell |
42,596
-42,928
| -50% | -$1.31M | 0.71% | 30 |
|
|
2017
Q2 | $2.54M | Buy |
85,524
+68,408
| +400% | +$2.01M | 0.96% | 22 |
|
|
2017
Q1 | $487K | Buy |
17,116
+9,044
| +112% | +$251K | 0.21% | 95 |
|
|
2016
Q4 | $212K | Sell |
8,072
-14,628
| -64% | -$380K | 0.44% | 72 |
|
|
2016
Q3 | $591K | Buy |
+22,700
| New | +$590K | 0.33% | 75 |
|
|
2015
Q2 | – | Sell |
-10,240
| Closed | -$253K | – | 117 |
|
|
2015
Q1 | $253K | Buy |
+10,240
| New | +$250K | 0.33% | 67 |
|
|
2014
Q4 | – | Sell |
-17,112
| Closed | -$392K | – | 73 |
|
|
2014
Q3 | $392K | Sell |
17,112
-13,980
| -45% | -$320K | 0.34% | 55 |
|
|
2014
Q2 | $707K | Buy |
+31,092
| New | +$682K | 0.45% | 46 |
|
Other funds holding IWF
Edgestream Partners's IWF Position: Q1 2026 in Review
Edgestream Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 39% in Q1 2026, selling an estimated $626K and leaving 8,780 shares worth $936K. The position accounts for 0.03% of the portfolio, ranked #646.
Edgestream Partners first reported a position in IWF in Q2 2014 and has held it in 35 quarters since. The position peaked at $2.54M in Q2 2017. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Edgestream Partners held 8,780 shares of iShares Russell 1000 Growth ETF worth $936K as of Q1 2026.
- Edgestream Partners sold 5,512 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $626K.
- iShares Russell 1000 Growth ETF made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #646 holding.
- Edgestream Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 35 quarters since.
- Edgestream Partners's iShares Russell 1000 Growth ETF position peaked at $2.54M in Q2 2017.
- 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.