EWP
IWF icon

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

Elevation 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 		$3.57M Buy
28,760
+68
+0.2% +$8.2K 1.07% 23
2026
Q1 		$3.06M Sell
28,692
-444
-2% -$50.4K 1.1% 23
2025
Q4 		$3.45M Buy
29,136
+48
+0.2% +$5.69K 1.22% 21
2025
Q3 		$3.41M Buy
29,088
+12
+0% +$1.34K 1.23% 20
2025
Q2 		$3.09M Buy
29,076
+1,396
+5% +$133K 1.22% 21
2025
Q1 		$2.5M Sell
27,680
-240
-0.9% -$23.7K 1.08% 23
2024
Q4 		$2.8M Sell
27,920
-340
-1% -$33.4K 1.18% 18
2024
Q3 		$2.65M Buy
28,260
+4
+0% +$363 1.14% 21
2024
Q2 		$2.57M Buy
28,256
+288
+1% +$24.6K 1.22% 21
2024
Q1 		$2.36M Buy
27,968
+3,708
+15% +$299K 1.18% 22
2023
Q4 		$1.61M Hold
24,260
– – 0.97% 22
2023
Q3 		$1.61M Buy
24,260
+180
+0.7% +$12.4K 1.39% 16
2023
Q2 		$1.66M Buy
24,080
+1,016
+4% +$64.6K 1.4% 16
2023
Q1 		$1.41M Buy
+23,064
New +$1.33M 1.29% 17

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Elevation Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.24% in Q2 2026, buying an estimated $8.2K and bringing the position to 28,760 shares worth $3.57M. The position accounts for 1.07% of the portfolio, ranked #23.

Elevation Wealth Partners first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. 1,080 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Elevation Wealth Partners held 28,760 shares of iShares Russell 1000 Growth ETF worth $3.57M as of Q2 2026.
  • Elevation Wealth Partners bought 68 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $8.2K.
  • iShares Russell 1000 Growth ETF made up 1.07% of Elevation Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Elevation Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.