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HUB Investment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HUB Investment 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 		$4.15M Buy
33,438
+7,610
+29% +$917K 0.07% 201
2026
Q1 		$2.75M Buy
25,828
+3,536
+16% +$401K 0.07% 212
2025
Q4 		$2.64M Sell
22,292
-244
-1% -$28.9K 0.07% 186
2025
Q3 		$2.64M Buy
22,536
+1,348
+6% +$150K 0.09% 170
2025
Q2 		$2.25M Hold
21,188
– – 0.08% 178
2025
Q1 		$1.91M Hold
21,188
– – 0.08% 165
2024
Q4 		$2.13M Buy
21,188
+396
+2% +$39K 0.09% 150
2024
Q3 		$1.95M Buy
20,792
+28
+0.1% +$2.54K 0.09% 154
2024
Q2 		$1.89M Hold
20,764
– – 0.07% 157
2024
Q1 		$1.75M Hold
20,764
– – 0.1% 154
2023
Q4 		$1.57M Buy
20,764
+5,928
+40% +$419K 0.11% 143
2023
Q3 		$987K Sell
14,836
-88
-0.6% -$6.08K 0.15% 93
2023
Q2 		$1.03M Sell
14,924
-140
-0.9% -$8.9K 0.17% 88
2023
Q1 		$920K Buy
15,064
+356
+2% +$20.5K 0.19% 87
2022
Q4 		$788K Buy
14,708
+124
+0.9% +$6.82K 0.17% 67
2022
Q3 		$767K Buy
14,584
+36
+0.2% +$2.12K 0.23% 80
2022
Q2 		$795K Buy
14,548
+596
+4% +$35.8K 0.25% 82
2022
Q1 		$968K Buy
13,952
+20
+0.1% +$1.36K 0.23% 88
2021
Q4 		$1.06M Sell
13,932
-120
-0.9% -$8.9K 0.25% 85
2021
Q3 		$963K Buy
14,052
+20
+0.1% +$1.42K 0.23% 101
2021
Q2 		$952K Buy
+14,032
New +$905K 0.25% 90
2021
Q1 		– Sell
-7,820
Closed -$424K – 240
2020
Q4 		$424K Buy
+7,820
New +$445K 0.19% 101

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

HUB Investment Partners's IWF Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 29% in Q2 2026, buying an estimated $917K and bringing the position to 33,438 shares worth $4.15M. The position accounts for 0.07% of the portfolio, ranked #201.

HUB Investment Partners first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • HUB Investment Partners held 33,438 shares of iShares Russell 1000 Growth ETF worth $4.15M as of Q2 2026.
  • HUB Investment Partners bought 7,610 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $917K.
  • iShares Russell 1000 Growth ETF made up 0.07% of HUB Investment Partners's portfolio in Q2 2026, its #201 holding.
  • HUB Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.