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

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
Q1 		$14.8M Sell
138,856
-4,620
-3% -$524K 5.27% 2
2025
Q4 		$17M Sell
143,476
-504
-0.4% -$59.7K 5.94% 1
2025
Q3 		$16.9M Sell
143,980
-756
-0.5% -$84.2K 5.94% 1
2025
Q2 		$15.4M Buy
144,736
+2,792
+2% +$267K 5.81% 1
2025
Q1 		$12.8M Sell
141,944
-3,760
-3% -$371K 5.31% 1
2024
Q4 		$14.6M Sell
145,704
-1,256
-0.9% -$124K 6.02% 1
2024
Q3 		$13.8M Sell
146,960
-2,148
-1% -$195K 5.74% 1
2024
Q2 		$13.6M Sell
149,108
-2,396
-2% -$205K 6.1% 1
2024
Q1 		$12.8M Sell
151,504
-5,520
-4% -$445K 5.79% 1
2023
Q4 		$11.9M Sell
157,024
-13,160
-8% -$931K 5.86% 1
2023
Q3 		$11.3M Sell
170,184
-3,420
-2% -$236K 5.96% 1
2023
Q2 		$11.9M Sell
173,604
-12,232
-7% -$778K 6.22% 1
2023
Q1 		$11.4M Sell
185,836
-5,524
-3% -$318K 5.96% 1
2022
Q4 		$10.2M Sell
191,360
-308
-0.2% -$16.9K 5.42% 2
2022
Q3 		$10.1M Sell
191,668
-1,428
-0.7% -$84K 3% 3
2022
Q2 		$10.6M Buy
193,096
+6,416
+3% +$385K 5.16% 1
2022
Q1 		$13M Sell
186,680
-3,152
-2% -$215K 5.48% 1
2021
Q4 		$14.5M Sell
189,832
-292
-0.2% -$21.6K 5.92% 1
2021
Q3 		$13M Sell
190,124
-3,708
-2% -$262K 5.92% 1
2021
Q2 		$13.2M Sell
193,832
-4,868
-2% -$314K 6.01% 1
2021
Q1 		$12.1M Sell
198,700
-388
-0.2% -$23.6K 5.87% 1
2020
Q4 		$12M Buy
199,088
+12
+0% +$683 6.38% 1
2020
Q3 		$10.8M Buy
199,076
+744
+0.4% +$39.2K 6.44% 1
2020
Q2 		$9.52M Buy
198,332
+3,056
+2% +$135K 5.59% 1
2020
Q1 		$7.36M Buy
195,276
+92,964
+91% +$4.01M 5.3% 1
2019
Q4 		$4.5M Sell
102,312
-5,660
-5% -$236K 3.03% 5
2019
Q3 		$4.31M Sell
107,972
-4,844
-4% -$194K 3.14% 5
2019
Q2 		$4.44M Buy
112,816
+8,776
+8% +$340K 3.18% 3
2019
Q1 		$3.94M Buy
104,040
+2,800
+3% +$101K 2.85% 6
2018
Q4 		$3.31M Sell
101,240
-4,720
-4% -$166K 2.8% 6
2018
Q3 		$3.35K Buy
105,960
+2,292
+2% +$86.8K 1.86% 14
2018
Q2 		$3.73M Buy
103,668
+7,360
+8% +$260K 2.77% 6
2018
Q1 		$3.28M Sell
96,308
-3,176
-3% -$111K 2.44% 9
2017
Q4 		$3.35M Buy
99,484
+220
+0.2% +$7.21K 2.48% 8
2017
Q3 		$3.1M Buy
99,264
+1,492
+2% +$45.7K 2.66% 8
2017
Q2 		$2.91M Buy
97,772
+8,348
+9% +$245K 2.64% 8
2017
Q1 		$2.54M Buy
89,424
+3,340
+4% +$92.6K 2.45% 9
2016
Q4 		$2.26M Buy
86,084
+8,884
+12% +$231K 2.21% 9
2016
Q3 		$2.01M Buy
77,200
+8,528
+12% +$222K 1.14% 28
2016
Q2 		$1.72M Buy
68,672
+23,784
+53% +$594K 1.72% 15
2016
Q1 		$1.12M Hold
44,888
– – 0.73% 46
2015
Q4 		$1.12M Buy
44,888
+348
+0.8% +$8.68K 1.35% 23
2015
Q3 		$1.04M Buy
44,540
+9,584
+27% +$236K 1.36% 20
2015
Q2 		$867K Buy
34,956
+2,140
+7% +$53.8K 1.05% 37
2015
Q1 		$812K Buy
32,816
+4,884
+17% +$119K 0.89% 40
2014
Q4 		$668K Buy
+27,932
New +$653K 0.77% 50

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

Investment Partners's IWF Position: Q1 2026 in Review

Investment Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q1 2026, selling an estimated $524K and leaving 138,856 shares worth $14.8M. The position accounts for 5.27% of the portfolio, ranked #2.

Investment Partners first reported a position in IWF in Q4 2014 and has held it in 46 quarters since. The position peaked at $17M in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Investment Partners held 138,856 shares of iShares Russell 1000 Growth ETF worth $14.8M as of Q1 2026.
  • Investment Partners sold 4,620 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $524K.
  • iShares Russell 1000 Growth ETF made up 5.27% of Investment Partners's portfolio in Q1 2026, its #2 holding.
  • Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's iShares Russell 1000 Growth ETF position peaked at $17M in Q4 2025.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.