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

&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	$25.2M	Buy	233,280 +8,780	+4%	+$997K	0.12%	152
2025 Q4	$26.7M	Buy	224,500 +60,532	+37%	+$7.17M	0.14%	140
2025 Q3	$19M	Sell	163,968 -29,660	-15%	-$3.3M	0.12%	159
2025 Q2	$20.5M	Buy	193,628 +42,972	+29%	+$4.11M	0.16%	134
2025 Q1	$13.6M	Buy	150,656 +64,300	+74%	+$6.34M	0.14%	141
2024 Q4	$8.77M	Buy	86,356 +11,164	+15%	+$1.1M	0.11%	193
2024 Q3	$7.05M	Buy	75,192 +40,920	+119%	+$3.71M	0.14%	156
2024 Q2	$3.14M	Buy	34,272 +29,512	+620%	+$2.52M	0.14%	158
2024 Q1	$401K	Sell	4,760 -37,800	-89%	-$3.05M	0.06%	311
2023 Q4	$3.21M	Buy	+42,560	New	+$3.01M	0.78%	26

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

&Partners's IWF Position: Q1 2026 in Review

&Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q1 2026, buying an estimated $997K and bringing the position to 233,280 shares worth $25.2M. The position accounts for 0.12% of the portfolio, ranked #152.

&Partners first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $26.7M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

&Partners held 233,280 shares of iShares Russell 1000 Growth ETF worth $25.2M as of Q1 2026.
&Partners bought 8,780 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $997K.
iShares Russell 1000 Growth ETF made up 0.12% of &Partners's portfolio in Q1 2026, its #152 holding.
&Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's iShares Russell 1000 Growth ETF position peaked at $26.7M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.