Elm Partners Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Elm Partners Management’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	$1.07M	Sell	8,621 -747	-8%	-$90.1K	0.04%	77
2026 Q1	$241K	Buy	9,368 +2,612	+39%	+$296K	0.01%	143
2025 Q4	$800K	Sell	6,756 -24,640	-78%	-$2.92M	0.04%	78
2025 Q3	$3.68M	Buy	+31,396	New	+$3.5M	0.18%	36

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

Elm Partners Management's IWF Position: Q2 2026 in Review

Elm Partners Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8% in Q2 2026, selling an estimated $90.1K and leaving 8,621 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #77.

Elm Partners Management first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.68M in Q3 2025. 2,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Elm Partners Management held 8,621 shares of iShares Russell 1000 Growth ETF worth $1.07M as of Q2 2026.
Elm Partners Management sold 747 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $90.1K.
iShares Russell 1000 Growth ETF made up 0.04% of Elm Partners Management's portfolio in Q2 2026, its #77 holding.
Elm Partners Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
Elm Partners Management's iShares Russell 1000 Growth ETF position peaked at $3.68M in Q3 2025.
2,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.