EIP
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Essential Investment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Essential Investment 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 		$411K Hold
3,308
– – 0.33% 65
2026
Q1 		$353K Hold
3,308
– – 0.33% 71
2025
Q4 		$391K Buy
+3,308
New +$392K 0.37% 65

Other funds holding IWF

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Essential Investment Partners's IWF Position: Q2 2026 in Review

Essential Investment Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,308 shares worth $411K. The position accounts for 0.33% of the portfolio, ranked #65.

Essential Investment Partners first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Essential Investment Partners held 3,308 shares of iShares Russell 1000 Growth ETF worth $411K as of Q2 2026.
  • Essential Investment Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.33% of Essential Investment Partners's portfolio in Q2 2026, its #65 holding.
  • Essential Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.