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

Pacific Sage 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	$17.6M	Buy	142,005 +16,489	+13%	+$1.99M	2.5%	10
2026 Q1	$13.4M	Buy	125,516 +9,068	+8%	+$1.03M	2.11%	13
2025 Q4	$13.8M	Sell	116,448 -284	-0.2%	-$33.6K	2.18%	11
2025 Q3	$13.7M	Buy	116,732 +1,292	+1%	+$144K	2.29%	11
2025 Q2	$12.3M	Buy	115,440 +11,556	+11%	+$1.1M	2.43%	10
2025 Q1	$9.38M	Sell	103,884 -6,952	-6%	-$686K	2.11%	9
2024 Q4	$11.1M	Buy	110,836 +1,624	+1%	+$160K	2.54%	9
2024 Q3	$10.2M	Buy	109,212 +4,160	+4%	+$377K	2.44%	9
2024 Q2	$9.57M	Buy	105,052 +11,500	+12%	+$982K	2.37%	9
2024 Q1	$7.88M	Sell	93,552 -4,736	-5%	-$382K	2.04%	9
2023 Q4	$7.45M	Sell	98,288 -64	-0.1%	-$4.53K	2.04%	9
2023 Q3	$6.54M	Sell	98,352 -4,032	-4%	-$278K	1.97%	9
2023 Q2	$7.04M	Buy	102,384 +2,552	+3%	+$162K	2.09%	7
2023 Q1	$6.1M	Sell	99,832 -700	-0.7%	-$40.3K	1.96%	7
2022 Q4	$5.38M	Buy	+100,532	New	+$5.53M	1.79%	9

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

Pacific Sage Partners's IWF Position: Q2 2026 in Review

Pacific Sage Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, buying an estimated $1.99M and bringing the position to 142,005 shares worth $17.6M. The position accounts for 2.5% of the portfolio, ranked #10.

Pacific Sage Partners first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pacific Sage Partners held 142,005 shares of iShares Russell 1000 Growth ETF worth $17.6M as of Q2 2026.
Pacific Sage Partners bought 16,489 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.99M.
iShares Russell 1000 Growth ETF made up 2.5% of Pacific Sage Partners's portfolio in Q2 2026, its #10 holding.
Pacific Sage Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.