EnRich Financial Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EnRich Financial 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	$896K	Sell	7,219 -641	-8%	-$77.3K	0.21%	30
2026 Q1	$838K	Hold	7,860	–	–	0.22%	30
2025 Q4	$930K	Hold	7,860	–	–	0.25%	28
2025 Q3	$920K	Hold	7,860	–	–	0.26%	27
2025 Q2	$834K	Hold	7,860	–	–	0.26%	27
2025 Q1	$710K	Sell	7,860 -12	-0.2%	-$1.18K	0.24%	28
2024 Q4	$790K	Hold	7,872	–	–	0.26%	27
2024 Q3	$739K	Hold	7,872	–	–	0.25%	28
2024 Q2	$717K	Buy	7,872 +7,736	+5,688%	+$661K	0.26%	27
2024 Q1	$11.5K	Buy	+136	New	+$11K	﹤0.01%	156

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

EnRich Financial Partners's IWF Position: Q2 2026 in Review

EnRich Financial Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.2% in Q2 2026, selling an estimated $77.3K and leaving 7,219 shares worth $896K. The position accounts for 0.21% of the portfolio, ranked #30.

EnRich Financial Partners first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. The position peaked at $930K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

EnRich Financial Partners held 7,219 shares of iShares Russell 1000 Growth ETF worth $896K as of Q2 2026.
EnRich Financial Partners sold 641 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $77.3K.
iShares Russell 1000 Growth ETF made up 0.21% of EnRich Financial Partners's portfolio in Q2 2026, its #30 holding.
EnRich Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
EnRich Financial Partners's iShares Russell 1000 Growth ETF position peaked at $930K in Q4 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.