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

ORG 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 		$2.22M Buy
18,748
+4,320
+30% +$512K 0.39% 54
2025
Q3 		$1.72M Buy
14,428
+6,036
+72% +$672K 0.31% 70
2025
Q2 		$886K Buy
8,392
+1,268
+18% +$121K 0.19% 114
2025
Q1 		$646K Buy
7,124
+2,220
+45% +$219K 0.16% 121
2024
Q4 		$493K Buy
4,904
+24
+0.5% +$2.36K 0.07% 188
2024
Q3 		$459K Sell
4,880
-4,568
-48% -$414K 0.07% 179
2024
Q2 		$867K Buy
+9,448
New +$807K 0.11% 163
2024
Q1 		– Sell
-6,600
Closed -$502K – 803
2023
Q4 		$502K Buy
6,600
+2,036
+45% +$144K 0.08% 174
2023
Q3 		$304K Sell
4,564
-468
-9% -$32.3K 0.09% 225
2023
Q2 		$346K Buy
+5,032
New +$320K 0.06% 283

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ORG Partners's IWF Position: Q4 2025 in Review

ORG Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q4 2025, buying an estimated $512K and bringing the position to 18,748 shares worth $2.22M. The position accounts for 0.39% of the portfolio, ranked #54.

ORG Partners first reported a position in IWF in Q2 2023 and has held it in 10 quarters since. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • ORG Partners held 18,748 shares of iShares Russell 1000 Growth ETF worth $2.22M as of Q4 2025.
  • ORG Partners bought 4,320 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $512K.
  • iShares Russell 1000 Growth ETF made up 0.39% of ORG Partners's portfolio in Q4 2025, its #54 holding.
  • ORG Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 10 quarters since.
  • 2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.