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

Marietta 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 		$535K Sell
4,306
-6
-0.1% -$723 0.09% 123
2026
Q1 		$460K Sell
4,312
-8
-0.2% -$908 0.09% 123
2025
Q4 		$511K Sell
4,320
-12
-0.3% -$1.42K 0.1% 119
2025
Q3 		$507K Buy
4,332
+1,284
+42% +$143K 0.1% 121
2025
Q2 		$324K Hold
3,048
– – 0.07% 136
2025
Q1 		$275K Sell
3,048
-16
-0.5% -$1.58K 0.07% 142
2024
Q4 		$308K Sell
3,064
-20
-0.6% -$1.97K 0.07% 138
2024
Q3 		$289K Sell
3,084
-36
-1% -$3.26K 0.06% 142
2024
Q2 		$284K Sell
3,120
-32
-1% -$2.73K 0.06% 142
2024
Q1 		$266K Hold
3,152
– – 0.06% 151
2023
Q4 		$239K Hold
3,152
– – 0.06% 146
2023
Q3 		$210K Hold
3,152
– – 0.06% 155
2023
Q2 		$217K Sell
3,152
-172
-5% -$10.9K 0.06% 160
2023
Q1 		$203K Buy
+3,324
New +$192K 0.06% 154
2022
Q2 		– Sell
-3,152
Closed -$219K – 177
2022
Q1 		$219K Sell
3,152
-40
-1% -$2.73K 0.05% 175
2021
Q4 		$244K Hold
3,192
– – 0.05% 174
2021
Q3 		$219K Hold
3,192
– – 0.05% 174
2021
Q2 		$217K Buy
+3,192
New +$206K 0.05% 173
2014
Q1 		– Sell
-10,000
Closed -$215K – 134
2013
Q4 		$215K Buy
+10,000
New +$205K 0.08% 126

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Marietta Investment Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.14% in Q2 2026, selling an estimated $723 and leaving 4,306 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #123.

Marietta Investment Partners first reported a position in IWF in Q4 2013 and has held it in 19 quarters since. 2,322 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Marietta Investment Partners held 4,306 shares of iShares Russell 1000 Growth ETF worth $535K as of Q2 2026.
  • Marietta Investment Partners sold 6 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $723.
  • iShares Russell 1000 Growth ETF made up 0.09% of Marietta Investment Partners's portfolio in Q2 2026, its #123 holding.
  • Marietta Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 19 quarters since.
  • 2,322 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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