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

Madison 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 		$454K Buy
3,658
+42
+1% +$5.06K 0.06% 165
2026
Q1 		$386K Buy
3,616
+280
+8% +$31.8K 0.06% 137
2025
Q4 		$395K Buy
3,336
+8
+0.2% +$948 0.07% 125
2025
Q3 		$390K Sell
3,328
-1,408
-30% -$157K 0.08% 105
2025
Q2 		$503K Buy
4,736
+112
+2% +$10.7K 0.11% 84
2025
Q1 		$417K Hold
4,624
– – 0.1% 88
2024
Q4 		$464K Hold
4,624
– – 0.13% 81
2024
Q3 		$434K Sell
4,624
-20
-0.4% -$1.81K 0.13% 84
2024
Q2 		$423K Hold
4,644
– – 0.15% 74
2024
Q1 		$391K Sell
4,644
-504
-10% -$40.6K 0.14% 74
2023
Q4 		$390K Buy
5,148
+432
+9% +$30.5K 0.15% 69
2023
Q3 		$314K Hold
4,716
– – 0.16% 62
2023
Q2 		$324K Hold
4,716
– – 0.15% 62
2023
Q1 		$288K Sell
4,716
-152
-3% -$8.76K 0.15% 66
2022
Q4 		$261K Sell
4,868
-276
-5% -$15.2K 0.15% 66
2022
Q3 		$271K Sell
5,144
-656
-11% -$38.6K 0.18% 60
2022
Q2 		$317K Sell
5,800
-220
-4% -$13.2K 0.2% 54
2022
Q1 		$418K Sell
6,020
-568
-9% -$38.8K 0.23% 43
2021
Q4 		$503K Buy
6,588
+144
+2% +$10.7K 0.25% 36
2021
Q3 		$441K Buy
6,444
+400
+7% +$28.3K 0.25% 38
2021
Q2 		$410K Buy
6,044
+1,904
+46% +$123K 0.23% 41
2021
Q1 		$250K Hold
4,140
– – 0.18% 43
2020
Q4 		$249K Buy
+4,140
New +$236K 0.17% 44

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 22.9% 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

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

Madison Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, buying an estimated $5.06K and bringing the position to 3,658 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #165.

Madison Wealth Partners first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $503K in Q4 2021. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Madison Wealth Partners held 3,658 shares of iShares Russell 1000 Growth ETF worth $454K as of Q2 2026.
  • Madison Wealth Partners bought 42 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.06K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Madison Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Madison Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Madison Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $503K in Q4 2021.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.