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

FourThought 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 Q1	$968K	Sell	9,080 -12	-0.1%	-$1.36K	0.08%	137
2025 Q4	$1.08M	Sell	9,092 -20	-0.2%	-$2.37K	0.09%	135
2025 Q3	$1.07M	Buy	9,112 +4,964	+120%	+$553K	0.09%	132
2025 Q2	$440K	Buy	4,148 +56	+1%	+$5.36K	0.04%	198
2025 Q1	$369K	Sell	4,092 -8	-0.2%	-$789	0.04%	218
2024 Q4	$412K	Hold	4,100	–	–	0.04%	211
2024 Q3	$385K	Buy	4,100 +8	+0.2%	+$725	0.05%	150
2024 Q2	$373K	Sell	4,092 -3,116	-43%	-$266K	0.05%	152
2024 Q1	$607K	Sell	7,208 -328	-4%	-$26.4K	0.07%	182
2023 Q4	$571K	Buy	7,536 +12	+0.2%	+$849	0.07%	181
2023 Q3	$500K	Buy	7,524 +168	+2%	+$11.6K	0.07%	185
2023 Q2	$506K	Sell	7,356 -496	-6%	-$31.5K	0.07%	189
2023 Q1	$480K	Buy	7,852 +204	+3%	+$11.8K	0.07%	191
2022 Q4	$410K	Buy	+7,648	New	+$421K	0.06%	214

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

FourThought Financial Partners's IWF Position: Q1 2026 in Review

FourThought Financial Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.13% in Q1 2026, selling an estimated $1.36K and leaving 9,080 shares worth $968K. The position accounts for 0.08% of the portfolio, ranked #137.

FourThought Financial Partners first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

FourThought Financial Partners held 9,080 shares of iShares Russell 1000 Growth ETF worth $968K as of Q1 2026.
FourThought Financial Partners sold 12 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.36K.
iShares Russell 1000 Growth ETF made up 0.08% of FourThought Financial Partners's portfolio in Q1 2026, its #137 holding.
FourThought Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's iShares Russell 1000 Growth ETF position peaked at $1.08M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.