Focus Partners Wealth
IWF icon

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
Q2 		$653M Sell
5,259,237
-108,015
-2% -$13M 0.67% 32
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth's IWF Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q2 2026, selling an estimated $13M and leaving 5,259,237 shares worth $653M. The position accounts for 0.67% of the portfolio, ranked #32.

Focus Partners Wealth first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $903M in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Focus Partners Wealth held 5,259,237 shares of iShares Russell 1000 Growth ETF worth $653M as of Q2 2026.
  • Focus Partners Wealth sold 108,015 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $13M.
  • iShares Russell 1000 Growth ETF made up 0.67% of Focus Partners Wealth's portfolio in Q2 2026, its #32 holding.
  • Focus Partners Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares Russell 1000 Growth ETF position peaked at $903M in Q4 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.