Parcion Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Parcion Private Wealth’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	$316K	Sell	2,968 -492	-14%	-$55.8K	0.02%	322
2025 Q4	$409K	Hold	3,460	–	–	0.02%	268
2025 Q3	$405K	Hold	3,460	–	–	0.03%	225
2025 Q2	$367K	Hold	3,460	–	–	0.03%	212
2025 Q1	$312K	Hold	3,460	–	–	0.03%	217
2024 Q4	$347K	Buy	3,460 +380	+12%	+$37.4K	0.03%	185
2024 Q3	$289K	Buy	+3,080	New	+$279K	0.02%	198

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parcion Private Wealth's IWF Position: Q1 2026 in Review

Parcion Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q1 2026, selling an estimated $55.8K and leaving 2,968 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #322.

Parcion Private Wealth first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $409K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Parcion Private Wealth held 2,968 shares of iShares Russell 1000 Growth ETF worth $316K as of Q1 2026.
Parcion Private Wealth sold 492 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $55.8K.
iShares Russell 1000 Growth ETF made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #322 holding.
Parcion Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Parcion Private Wealth's iShares Russell 1000 Growth ETF position peaked at $409K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.