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

ORG 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	$629K	Sell	5,068 -2,900	-36%	-$350K	0.09%	127
2026 Q1	$849K	Buy	7,968 +520	+7%	+$59K	0.17%	83
2025 Q4	$881K	Sell	7,448 -1,280	-15%	-$152K	0.21%	75
2025 Q3	$1.02M	Buy	8,728 +6,920	+383%	+$771K	0.22%	72
2025 Q2	$190K	Sell	1,808 -40	-2%	-$3.83K	0.05%	184
2025 Q1	$168K	Sell	1,848 -4,096	-69%	-$404K	0.05%	204
2024 Q4	$597K	Buy	5,944 +5,612	+1,690%	+$552K	0.18%	54
2024 Q3	$31.2K	Buy	+332	New	+$30.1K	0.01%	287

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ORG Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 36% in Q2 2026, selling an estimated $350K and leaving 5,068 shares worth $629K. The position accounts for 0.09% of the portfolio, ranked #127.

ORG Wealth Partners first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2025. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

ORG Wealth Partners held 5,068 shares of iShares Russell 1000 Growth ETF worth $629K as of Q2 2026.
ORG Wealth Partners sold 2,900 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $350K.
iShares Russell 1000 Growth ETF made up 0.09% of ORG Wealth Partners's portfolio in Q2 2026, its #127 holding.
ORG Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $1.02M in Q3 2025.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.