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

FAS 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 Q1	$3.53M	Sell	33,140 -64	-0.2%	-$7.26K	0.22%	97
2025 Q4	$3.93M	Sell	33,204 -532	-2%	-$63K	0.25%	84
2025 Q3	$3.95M	Sell	33,736 -460	-1%	-$51.2K	0.27%	78
2025 Q2	$3.63M	Sell	34,196 -304	-0.9%	-$29.1K	0.27%	80
2025 Q1	$3.11M	Sell	34,500 -1,784	-5%	-$176K	0.25%	88
2024 Q4	$3.64M	Sell	36,284 -972	-3%	-$95.6K	0.31%	70
2024 Q3	$3.5M	Sell	37,256 -388	-1%	-$35.2K	0.28%	78
2024 Q2	$3.43M	Sell	37,644 -660	-2%	-$56.4K	0.3%	74
2024 Q1	$3.23M	Sell	38,304 -1,700	-4%	-$137K	0.29%	79
2023 Q4	$3.03M	Sell	40,004 -3,296	-8%	-$233K	0.29%	80
2023 Q3	$2.88M	Sell	43,300 -872	-2%	-$60.2K	0.31%	74
2023 Q2	$3.04M	Sell	44,172 -112	-0.3%	-$7.12K	0.38%	61
2023 Q1	$2.7M	Buy	44,284 +1,540	+4%	+$88.7K	0.29%	75
2022 Q4	$2.29M	Buy	42,744 +1,220	+3%	+$67.1K	0.26%	87
2022 Q3	$2.18M	Buy	41,524 +668	+2%	+$39.3K	0.24%	72
2022 Q2	$2.23M	Sell	40,856 -340	-0.8%	-$20.4K	0.24%	69
2022 Q1	$2.86M	Buy	41,196 +204	+0.5%	+$13.9K	0.27%	58
2021 Q4	$3.13M	Buy	40,992 +1,132	+3%	+$83.9K	0.29%	58
2021 Q3	$2.73M	Sell	39,860 -3,800	-9%	-$269K	0.26%	63
2021 Q2	$2.96M	Buy	43,660 +2,104	+5%	+$136K	0.28%	59
2021 Q1	$2.52M	Hold	41,556	–	–	0.26%	63
2020 Q4	$2.5M	Sell	41,556 -6,044	-13%	-$344K	0.29%	62
2020 Q3	$2.58M	Sell	47,600 -1,496	-3%	-$78.8K	0.35%	54
2020 Q2	$2.36M	Sell	49,096 -244	-0.5%	-$10.8K	0.35%	57
2020 Q1	$1.86M	Sell	49,340 -10,164	-17%	-$438K	0.33%	58
2019 Q4	$2.62M	Sell	59,504 -796	-1%	-$33.2K	0.44%	44
2019 Q3	$2.41M	Sell	60,300 -2,364	-4%	-$94.8K	0.44%	43
2019 Q2	$2.46M	Buy	62,664 +1,304	+2%	+$50.5K	0.46%	42
2019 Q1	$2.32M	Buy	61,360 +2,572	+4%	+$92.4K	0.45%	45
2018 Q4	$1.92M	Buy	58,788 +9,684	+20%	+$341K	0.44%	48
2018 Q3	$1.92M	Buy	49,104 +844	+2%	+$32K	0.44%	47
2018 Q2	$1.74M	Sell	48,260 -116	-0.2%	-$4.09K	0.47%	48
2018 Q1	$1.65M	Sell	48,376 -34,856	-42%	-$1.22M	0.47%	48
2017 Q4	$2.8M	Sell	83,232 -580	-0.7%	-$19K	0.74%	30
2017 Q3	$2.62M	Sell	83,812 -596	-0.7%	-$18.2K	0.73%	27
2017 Q2	$2.51M	Sell	84,408 -1,980	-2%	-$58.1K	0.75%	28
2017 Q1	$2.46M	Sell	86,388 -14,148	-14%	-$392K	0.76%	26
2016 Q4	$2.64M	Sell	100,536 -2,328	-2%	-$60.4K	0.78%	17
2016 Q3	$2.68M	Sell	102,864 -52,972	-34%	-$1.38M	0.88%	17
2016 Q2	$3.91M	Sell	155,836 -9,720	-6%	-$243K	1.44%	9
2016 Q1	$4.13M	Sell	165,556 -1,284	-0.8%	-$30.3K	2.12%	5
2015 Q4	$4.15M	Sell	166,840 -1,484	-0.9%	-$37K	2.07%	7
2015 Q3	$3.91M	Sell	168,324 -29,680	-15%	-$730K	2.25%	5
2015 Q2	$4.9M	Sell	198,004 -1,716	-0.9%	-$43.2K	2.45%	7
2015 Q1	$4.94M	Buy	199,720 +2,976	+2%	+$72.7K	2.52%	7
2014 Q4	$4.7M	Sell	196,744 -1,316	-0.7%	-$30.8K	2.48%	7
2014 Q3	$4.54M	Buy	198,060 +9,116	+5%	+$209K	2.6%	7
2014 Q2	$4.29M	Buy	+188,944	New	+$4.15M	2.47%	7

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAS Wealth Partners's IWF Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.19% in Q1 2026, selling an estimated $7.26K and leaving 33,140 shares worth $3.53M. The position accounts for 0.22% of the portfolio, ranked #97.

FAS Wealth Partners first reported a position in IWF in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.94M in Q1 2015. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

FAS Wealth Partners held 33,140 shares of iShares Russell 1000 Growth ETF worth $3.53M as of Q1 2026.
FAS Wealth Partners sold 64 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $7.26K.
iShares Russell 1000 Growth ETF made up 0.22% of FAS Wealth Partners's portfolio in Q1 2026, its #97 holding.
FAS Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 48 quarters since.
FAS Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $4.94M in Q1 2015.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.