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 Q2	$10.7M	Sell	90,634 -2,898	-3%	-$349K	5.73%	5
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 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

Paragon Financial Partners's IWF Position: Q2 2026 in Review

Paragon Financial Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q2 2026, selling an estimated $349K and leaving 90,634 shares worth $10.7M. The position accounts for 5.73% of the portfolio, ranked #5.

Paragon Financial Partners first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.3M in Q4 2021. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Paragon Financial Partners held 90,634 shares of iShares Russell 1000 Growth ETF worth $10.7M as of Q2 2026.
Paragon Financial Partners sold 2,898 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $349K.
iShares Russell 1000 Growth ETF made up 5.73% of Paragon Financial Partners's portfolio in Q2 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 19 quarters since.
Paragon Financial Partners's iShares Russell 1000 Growth ETF position peaked at $11.3M in Q4 2021.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.