Obermeyer Wealth Partners
IWF icon

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
Q3 		$2.88M Buy
23,019
+511
+2% +$62.5K 0.11% 63
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

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Obermeyer Wealth Partners's IWF Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q3 2026, buying an estimated $62.5K and bringing the position to 23,019 shares worth $2.88M. The position accounts for 0.11% of the portfolio, ranked #63.

Obermeyer Wealth Partners first reported a position in IWF in Q4 2020 and has held it in 24 quarters since. 980 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Obermeyer Wealth Partners held 23,019 shares of iShares Russell 1000 Growth ETF worth $2.88M as of Q3 2026.
  • Obermeyer Wealth Partners bought 511 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $62.5K.
  • iShares Russell 1000 Growth ETF made up 0.11% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #63 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 980 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.