O'Brien Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

O'Brien 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
2025 Q4	$17.6M	Sell	148,996 -7,980	-5%	-$945K	2.33%	15
2025 Q3	$18.4M	Sell	156,976 -5,320	-3%	-$592K	2.49%	15
2025 Q2	$17.2M	Sell	162,296 -3,944	-2%	-$377K	2.7%	14
2025 Q1	$15M	Sell	166,240 -8,184	-5%	-$807K	2.79%	12
2024 Q4	$17.5M	Sell	174,424 -4,016	-2%	-$395K	3.16%	12
2024 Q3	$16.7M	Sell	178,440 -2,656	-1%	-$241K	3.28%	12
2024 Q2	$16.5M	Sell	181,096 -760	-0.4%	-$64.9K	3.71%	10
2024 Q1	$15.3M	Sell	181,856 -2,180	-1%	-$176K	3.54%	10
2023 Q4	$13.9M	Sell	184,036 -8,480	-4%	-$600K	3.64%	9
2023 Q3	$12.8M	Sell	192,516 -3,048	-2%	-$210K	3.67%	8
2023 Q2	$13.5M	Sell	195,564 -24	-0%	-$1.53K	3.96%	8
2023 Q1	$11.9M	Sell	195,588 -23,524	-11%	-$1.36M	3.77%	8
2022 Q4	$11.7M	Buy	219,112 +1,708	+0.8%	+$94K	4.66%	7
2022 Q3	$11.4M	Buy	217,404 +6,808	+3%	+$400K	4.81%	7
2022 Q2	$11.5M	Buy	210,596 +7,732	+4%	+$464K	4.81%	7
2022 Q1	$11.7M	Buy	202,864 +4,040	+2%	+$276K	4.63%	7
2021 Q4	$13.8M	Sell	198,824 -7,036	-3%	-$522K	4.78%	7
2021 Q3	$14.1M	Sell	205,860 -2,472	-1%	-$175K	4.93%	7
2021 Q2	$14.5M	Sell	208,332 -10,984	-5%	-$708K	4.79%	6
2021 Q1	$14M	Sell	219,316 -11,556	-5%	-$703K	4.62%	6
2020 Q4	$14.1M	Sell	230,872 -14,464	-6%	-$823K	5.09%	6
2020 Q3	$13.5M	Sell	245,336 -12,644	-5%	-$666K	5.53%	5
2020 Q2	$13M	Sell	257,980 -9,752	-4%	-$430K	5.42%	6
2020 Q1	$9.83M	Sell	267,732 -7,868	-3%	-$339K	5.52%	6
2019 Q4	$12.3M	Sell	275,600 -4,028	-1%	-$168K	8.77%	4
2019 Q3	$11.2M	Sell	279,628 -55,872	-17%	-$2.24M	8.76%	4
2019 Q2	$13.5M	Sell	335,500 -3,472	-1%	-$134K	9.89%	4
2019 Q1	$12.8M	Sell	338,972 -992	-0.3%	-$35.6K	9.07%	4
2018 Q4	$11.6M	Sell	339,964 -17,536	-5%	-$618K	7.97%	5
2018 Q3	$13.9M	Buy	357,500 +28,300	+9%	+$1.07M	9.06%	4
2018 Q2	$11.8M	Sell	329,200 -29,116	-8%	-$1.03M	8.83%	5
2018 Q1	$12.2M	Sell	358,316 -27,732	-7%	-$972K	8.39%	5
2017 Q4	$13M	Sell	386,048 -7,504	-2%	-$246K	8.2%	5
2017 Q3	$12.3M	Sell	393,552 -24,540	-6%	-$751K	6.4%	6
2017 Q2	$12.4M	Sell	418,092 -16,332	-4%	-$479K	6.57%	6
2017 Q1	$12.4M	Sell	434,424 -20,188	-4%	-$560K	6.86%	6
2016 Q4	$11.9M	Sell	454,612 -8,632	-2%	-$224K	7.13%	6
2016 Q3	$12.1M	Sell	463,244 -7,472	-2%	-$194K	7.88%	6
2016 Q2	$11.8M	Sell	470,716 -19,060	-4%	-$476K	8.24%	6
2016 Q1	$12.2M	Sell	489,776 -9,708	-2%	-$229K	9.49%	4
2015 Q4	$12.4M	Buy	+499,484	New	+$12.5M	12.14%	3

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

O'Brien Wealth Partners's IWF Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.1% in Q4 2025, selling an estimated $945K and leaving 148,996 shares worth $17.6M. The position accounts for 2.33% of the portfolio, ranked #15.

O'Brien Wealth Partners first reported a position in IWF in Q4 2015 and has held it in 41 quarters since. The position peaked at $18.4M in Q3 2025. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

O'Brien Wealth Partners held 148,996 shares of iShares Russell 1000 Growth ETF worth $17.6M as of Q4 2025.
O'Brien Wealth Partners sold 7,980 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $945K.
iShares Russell 1000 Growth ETF made up 2.33% of O'Brien Wealth Partners's portfolio in Q4 2025, its #15 holding.
O'Brien Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 41 quarters since.
O'Brien Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $18.4M in Q3 2025.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.