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

Gateway 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 Q2	$1.66M	Sell	13,338 -12,278	-48%	-$1.48M	0.1%	216
2026 Q1	$2.73M	Buy	25,616 +8,552	+50%	+$971K	0.11%	207
2025 Q4	$2.02M	Buy	17,064 +4,492	+36%	+$532K	0.22%	120
2025 Q3	$1.47M	Buy	12,572 +4,308	+52%	+$480K	0.2%	122
2025 Q2	$877K	Sell	8,264 -556	-6%	-$53.2K	0.17%	138
2025 Q1	$796K	Sell	8,820 -2,724	-24%	-$269K	0.18%	127
2024 Q4	$1.16M	Buy	11,544 +40	+0.3%	+$3.93K	0.3%	81
2024 Q3	$1.08M	Buy	11,504 +1,052	+10%	+$95.4K	0.3%	84
2024 Q2	$952K	Sell	10,452 -664	-6%	-$56.7K	0.29%	88
2024 Q1	$937K	Buy	11,116 +3,712	+50%	+$299K	0.34%	74
2023 Q4	$561K	Buy	+7,404	New	+$524K	0.23%	97

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gateway Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 48% in Q2 2026, selling an estimated $1.48M and leaving 13,338 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #216.

Gateway Wealth Partners first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2026. 2,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Gateway Wealth Partners held 13,338 shares of iShares Russell 1000 Growth ETF worth $1.66M as of Q2 2026.
Gateway Wealth Partners sold 12,278 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.48M.
iShares Russell 1000 Growth ETF made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #216 holding.
Gateway Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $2.73M in Q1 2026.
2,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.