PFP
IWF icon

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

Paragon Financial 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
Q1 		$10.8M Buy
93,532
+1,604
+2% +$182K 6.1% 5
2025
Q4 		$10.9M Sell
91,928
-796
-0.9% -$94.3K 6.69% 5
2025
Q3 		$10.9M Sell
92,724
-4
-0% -$445 6.86% 5
2025
Q2 		$9.84M Buy
92,728
+48
+0.1% +$4.59K 6.72% 5
2025
Q1 		$8.37M Sell
92,680
-1,564
-2% -$154K 6.55% 5
2024
Q4 		$9.46M Sell
94,244
-6,004
-6% -$591K 7.12% 5
2024
Q3 		$9.41M Sell
100,248
-5,164
-5% -$468K 6.89% 4
2024
Q2 		$9.61M Sell
105,412
-1,504
-1% -$128K 7.48% 4
2024
Q1 		$9.01M Sell
106,916
-1,132
-1% -$91.2K 7.42% 4
2023
Q4 		$8.19M Buy
108,048
+1,508
+1% +$107K 7.86% 3
2023
Q3 		$7.08M Sell
106,540
-152
-0.1% -$10.5K 7.36% 3
2023
Q2 		$7.34M Buy
106,692
+80
+0.1% +$5.09K 6.94% 3
2023
Q1 		$6.51M Sell
106,612
-48
-0% -$2.77K 6.82% 3
2022
Q4 		$5.71M Buy
106,660
+104
+0.1% +$5.72K 6.32% 4
2022
Q3 		$5.61M Sell
106,556
-2,752
-3% -$162K 6.31% 5
2022
Q2 		$5.98M Sell
109,308
-16,624
-13% -$998K 6.14% 5
2022
Q1 		$8.74M Sell
125,932
-21,484
-15% -$1.47M 7.62% 3
2021
Q4 		$11.3M Buy
+147,416
New +$10.9M 9.25% 3

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Paragon Financial Partners's IWF Position: Q1 2026 in Review

Paragon Financial Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q1 2026, buying an estimated $182K and bringing the position to 93,532 shares worth $10.8M. The position accounts for 6.1% of the portfolio, ranked #5.

Paragon Financial Partners first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.3M in Q4 2021. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Paragon Financial Partners held 93,532 shares of iShares Russell 1000 Growth ETF worth $10.8M as of Q1 2026.
  • Paragon Financial Partners bought 1,604 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $182K.
  • iShares Russell 1000 Growth ETF made up 6.1% of Paragon Financial Partners's portfolio in Q1 2026, its #5 holding.
  • Paragon Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Paragon Financial Partners's iShares Russell 1000 Growth ETF position peaked at $11.3M in Q4 2021.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.