Holistic Financial Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.42M | Sell |
88,392
-1,916
| -2% | -$217K | 3.5% | 7 |
|
|
2025
Q4 | $10.7M | Buy |
90,308
+556
| +0.6% | +$65.9K | 3.88% | 6 |
|
|
2025
Q3 | $10.5M | Sell |
89,752
-2,020
| -2% | -$225K | 4.3% | 6 |
|
|
2025
Q2 | $9.74M | Sell |
91,772
-48
| -0.1% | -$4.59K | 4.26% | 6 |
|
|
2025
Q1 | $8.29M | Sell |
91,820
-36
| -0% | -$3.55K | 3.99% | 6 |
|
|
2024
Q4 | $9.22M | Sell |
91,856
-340
| -0.4% | -$33.4K | 4.58% | 6 |
|
|
2024
Q3 | $8.65M | Sell |
92,196
-1,220
| -1% | -$111K | 4.16% | 6 |
|
|
2024
Q2 | $8.51M | Sell |
93,416
-408
| -0.4% | -$34.8K | 4.27% | 4 |
|
|
2024
Q1 | $7.91M | Sell |
93,824
-392
| -0.4% | -$31.6K | 4.02% | 6 |
|
|
2023
Q4 | $7.14M | Sell |
94,216
-388
| -0.4% | -$27.4K | 4.3% | 6 |
|
|
2023
Q3 | $6.29M | Sell |
94,604
-336
| -0.4% | -$23.2K | 4.18% | 6 |
|
|
2023
Q2 | $6.53M | Sell |
94,940
-16,604
| -15% | -$1.06M | 4.54% | 6 |
|
|
2023
Q1 | $6.81M | Sell |
111,544
-3,432
| -3% | -$198K | 5.33% | 6 |
|
|
2022
Q4 | $6.16M | Sell |
114,976
-1,152
| -1% | -$63.4K | 5.51% | 5 |
|
|
2022
Q3 | $6.11M | Sell |
116,128
-24
| -0% | -$1.41K | 6.05% | 4 |
|
|
2022
Q2 | $6.35M | Sell |
116,152
-400
| -0.3% | -$24K | 5.99% | 4 |
|
|
2022
Q1 | $8.09M | Sell |
116,552
-3,008
| -3% | -$205K | 5.14% | 5 |
|
|
2021
Q4 | $9.13M | Sell |
119,560
-84
| -0.1% | -$6.23K | 5.3% | 5 |
|
|
2021
Q3 | $8.2M | Sell |
119,644
-880
| -0.7% | -$62.3K | 5.05% | 6 |
|
|
2021
Q2 | $8.18M | Sell |
120,524
-2,648
| -2% | -$171K | 4.88% | 6 |
|
|
2021
Q1 | $7.48M | Sell |
123,172
-704
| -0.6% | -$42.8K | 4.94% | 6 |
|
|
2020
Q4 | $7.47M | Sell |
123,876
-236
| -0.2% | -$13.4K | 5.15% | 6 |
|
|
2020
Q3 | $6.73M | Sell |
124,112
-188
| -0.2% | -$9.9K | 5.4% | 5 |
|
|
2020
Q2 | $5.96M | Sell |
124,300
-2,576
| -2% | -$114K | 5.15% | 5 |
|
|
2020
Q1 | $4.78M | Sell |
126,876
-1,632
| -1% | -$70.3K | 4.96% | 5 |
|
|
2019
Q4 | $5.65M | Sell |
128,508
-2,536
| -2% | -$106K | 3.38% | 6 |
|
|
2019
Q3 | $5.23M | Sell |
131,044
-4,332
| -3% | -$174K | 4.64% | 6 |
|
|
2019
Q2 | $5.33M | Sell |
135,376
-788
| -0.6% | -$30.5K | 5.31% | 7 |
|
|
2019
Q1 | $5.15M | Sell |
136,164
-6,296
| -4% | -$226K | 2.17% | 13 |
|
|
2018
Q4 | $4.66M | Buy |
142,460
+15,432
| +12% | +$544K | 4.86% | 8 |
|
|
2018
Q3 | $4.95M | Sell |
127,028
-2,116
| -2% | -$80.1K | 4.62% | 8 |
|
|
2018
Q2 | $4.64M | Sell |
129,144
-8,552
| -6% | -$302K | 5.31% | 7 |
|
|
2018
Q1 | $4.68M | Sell |
137,696
-11,556
| -8% | -$405K | 3.91% | 7 |
|
|
2017
Q4 | $5.03M | Buy |
+149,252
| New | +$4.89M | 4.13% | 6 |
|
Other funds holding IWF
Holistic Financial Partners's IWF Position: Q1 2026 in Review
Holistic Financial Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q1 2026, selling an estimated $217K and leaving 88,392 shares worth $9.42M. The position accounts for 3.5% of the portfolio, ranked #7.
Holistic Financial Partners first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.7M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Holistic Financial Partners held 88,392 shares of iShares Russell 1000 Growth ETF worth $9.42M as of Q1 2026.
- Holistic Financial Partners sold 1,916 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $217K.
- iShares Russell 1000 Growth ETF made up 3.5% of Holistic Financial Partners's portfolio in Q1 2026, its #7 holding.
- Holistic Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Holistic Financial Partners's iShares Russell 1000 Growth ETF position peaked at $10.7M in Q4 2025.
- 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.