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

Focus Partners Wealth’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	$571M	Sell	5,367,252 -2,266,720	-30%	-$257M	0.63%	31
2025 Q4	$903M	Buy	7,633,972 +2,334,492	+44%	+$277M	1.03%	16
2025 Q3	$621M	Buy	5,299,480 +2,272,004	+75%	+$253M	1%	20
2025 Q2	$321M	Sell	3,027,476 -137,352	-4%	-$13.1M	0.7%	31
2025 Q1	$286M	Sell	3,164,828 -55,912	-2%	-$5.52M	0.72%	31
2024 Q4	$323M	Buy	3,220,740 +2,115,288	+191%	+$208M	0.84%	21
2024 Q3	$104M	Sell	1,105,452 -4,313,588	-80%	-$391M	0.33%	67
2024 Q2	$494M	Buy	5,419,040 +2,751,284	+103%	+$235M	1.66%	7
2024 Q1	$225M	Buy	2,667,756 +2,097,368	+368%	+$169M	1.83%	7
2023 Q4	$43.2M	Buy	+570,388	New	+$40.3M	0.57%	37

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

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

Focus Partners Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q1 2026, selling an estimated $257M and leaving 5,367,252 shares worth $571M. The position accounts for 0.63% of the portfolio, ranked #31.

Focus Partners Wealth first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $903M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Focus Partners Wealth held 5,367,252 shares of iShares Russell 1000 Growth ETF worth $571M as of Q1 2026.
Focus Partners Wealth sold 2,266,720 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $257M.
iShares Russell 1000 Growth ETF made up 0.63% of Focus Partners Wealth's portfolio in Q1 2026, its #31 holding.
Focus Partners Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's iShares Russell 1000 Growth ETF position peaked at $903M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.