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IWF icon

&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
Q2 		$30.6M Buy
246,796
+13,516
+6% +$1.63M 0.13% 146
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

&Partners's IWF Position: Q2 2026 in Review

&Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.8% in Q2 2026, buying an estimated $1.63M and bringing the position to 246,796 shares worth $30.6M. The position accounts for 0.13% of the portfolio, ranked #146.

&Partners first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • &Partners held 246,796 shares of iShares Russell 1000 Growth ETF worth $30.6M as of Q2 2026.
  • &Partners bought 13,516 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.63M.
  • iShares Russell 1000 Growth ETF made up 0.13% of &Partners's portfolio in Q2 2026, its #146 holding.
  • &Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.