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

Obermeyer 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 		$2.79M Sell
22,508
-2,736
-11% -$330K 0.11% 68
2026
Q1 		$2.69M Buy
25,244
+2,088
+9% +$237K 0.12% 67
2025
Q4 		$2.74M Sell
23,156
-16
-0.1% -$1.9K 0.13% 64
2025
Q3 		$2.71M Buy
23,172
+880
+4% +$98K 0.13% 61
2025
Q2 		$2.37M Buy
22,292
+8,032
+56% +$768K 0.12% 67
2025
Q1 		$1.29M Buy
14,260
+3,036
+27% +$300K 0.07% 85
2024
Q4 		$1.13M Sell
11,224
-416
-4% -$40.9K 0.06% 93
2024
Q3 		$1.09M Sell
11,640
-796
-6% -$72.2K 0.06% 103
2024
Q2 		$1.13M Hold
12,436
– – 0.06% 95
2024
Q1 		$1.05M Sell
12,436
-316
-2% -$25.5K 0.06% 94
2023
Q4 		$967K Buy
12,752
+1,032
+9% +$73K 0.07% 77
2023
Q3 		$779K Sell
11,720
-200
-2% -$13.8K 0.06% 83
2023
Q2 		$820K Buy
11,920
+3,596
+43% +$229K 0.06% 83
2023
Q1 		$508K Sell
8,324
-1,332
-14% -$76.7K 0.04% 113
2022
Q4 		$517K Hold
9,656
– – 0.04% 112
2022
Q3 		$508K Buy
9,656
+4,468
+86% +$263K 0.04% 114
2022
Q2 		$284K Buy
5,188
+356
+7% +$21.4K 0.02% 150
2022
Q1 		$335K Hold
4,832
– – 0.02% 158
2021
Q4 		$369K Hold
4,832
– – 0.02% 146
2021
Q3 		$331K Hold
4,832
– – 0.02% 157
2021
Q2 		$328K Sell
4,832
-3,348
-41% -$216K 0.02% 161
2021
Q1 		$497K Buy
8,180
+1,968
+32% +$120K 0.03% 129
2020
Q4 		$374K Buy
+6,212
New +$354K 0.02% 102

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

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

Obermeyer Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, selling an estimated $330K and leaving 22,508 shares worth $2.79M. The position accounts for 0.11% of the portfolio, ranked #68.

Obermeyer Wealth Partners first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Obermeyer Wealth Partners held 22,508 shares of iShares Russell 1000 Growth ETF worth $2.79M as of Q2 2026.
  • Obermeyer Wealth Partners sold 2,736 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $330K.
  • iShares Russell 1000 Growth ETF made up 0.11% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.