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

IAG 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
Q1 		$573K Hold
5,376
– – 0.06% 84
2025
Q4 		$636K Hold
5,376
– – 0.07% 82
2025
Q3 		$630K Sell
5,376
-204
-4% -$22.7K 0.08% 81
2025
Q2 		$592K Buy
5,580
+404
+8% +$38.6K 0.08% 81
2025
Q1 		$467K Sell
5,176
-12
-0.2% -$1.18K 0.07% 76
2024
Q4 		$521K Sell
5,188
-12
-0.2% -$1.18K 0.09% 67
2024
Q3 		$488K Buy
5,200
+1,184
+29% +$107K 0.09% 66
2024
Q2 		$366K Sell
4,016
-620
-13% -$52.9K 0.07% 75
2024
Q1 		$391K Hold
4,636
– – 0.08% 67
2023
Q4 		$351K Sell
4,636
-852
-16% -$60.3K 0.08% 64
2023
Q3 		$365K Sell
5,488
-320
-6% -$22.1K 0.1% 59
2023
Q2 		$400K Sell
5,808
-624
-10% -$39.7K 0.11% 60
2023
Q1 		$393K Hold
6,432
– – 0.11% 54
2022
Q4 		$344K Buy
6,432
+1,140
+22% +$62.7K 0.1% 55
2022
Q3 		$278K Buy
5,292
+124
+2% +$7.29K 0.09% 54
2022
Q2 		$283K Sell
5,168
-300
-5% -$18K 0.09% 53
2022
Q1 		$380K Buy
5,468
+92
+2% +$6.28K 0.12% 49
2021
Q4 		$411K Sell
5,376
-720
-12% -$53.4K 0.13% 46
2021
Q3 		$418K Sell
6,096
-376
-6% -$26.6K 0.15% 40
2021
Q2 		$440K Sell
6,472
-408
-6% -$26.3K 0.16% 39
2021
Q1 		$419K Sell
6,880
-160
-2% -$9.74K 0.16% 37
2020
Q4 		$425K Sell
7,040
-772
-10% -$43.9K 0.17% 37
2020
Q3 		$424K Sell
7,812
-588
-7% -$31K 0.2% 37
2020
Q2 		$404K Hold
8,400
– – 0.2% 37
2020
Q1 		$317K Buy
8,400
+816
+11% +$35.2K 0.21% 40
2019
Q4 		$334K Buy
+7,584
New +$317K 0.22% 35

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAG Wealth Partners's IWF Position: Q1 2026 in Review

IAG Wealth Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,376 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #84.

IAG Wealth Partners first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $636K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • IAG Wealth Partners held 5,376 shares of iShares Russell 1000 Growth ETF worth $573K as of Q1 2026.
  • IAG Wealth Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.06% of IAG Wealth Partners's portfolio in Q1 2026, its #84 holding.
  • IAG Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $636K in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.