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Partnership Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Partnership Wealth Management’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
Q3 		$3.04M Sell
24,237
-1,410
-5% -$173K 2.17% 8
2026
Q2 		$3.18M Sell
25,647
-1,053
-4% -$127K 2.15% 8
2026
Q1 		$2.85M Sell
26,700
-41,636
-61% -$4.73M 2.17% 8
2025
Q4 		$8.09M Sell
68,336
-3,884
-5% -$460K 5.82% 7
2025
Q3 		$8.46M Sell
72,220
-12
-0% -$1.34K 6.51% 6
2025
Q2 		$7.67M Buy
72,232
+3,688
+5% +$353K 6.21% 5
2025
Q1 		$6.19M Buy
68,544
+28
+0% +$2.76K 5.25% 7
2024
Q4 		$6.88M Sell
68,516
-2,884
-4% -$284K 5.73% 5
2024
Q3 		$6.7M Sell
71,400
-58,256
-45% -$5.28M 4.73% 5
2024
Q2 		$11.8M Buy
129,656
+69,272
+115% +$5.91M 8.72% 2
2024
Q1 		$5.09M Buy
60,384
+268
+0.4% +$21.6K 3.57% 2
2023
Q4 		$4.67M Buy
+60,116
New +$4.25M 3.52% 3

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Partnership Wealth Management's IWF Position: Q3 2026 in Review

Partnership Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.5% in Q3 2026, selling an estimated $173K and leaving 24,237 shares worth $3.04M. The position accounts for 2.17% of the portfolio, ranked #8.

Partnership Wealth Management first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q2 2024. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Partnership Wealth Management held 24,237 shares of iShares Russell 1000 Growth ETF worth $3.04M as of Q3 2026.
  • Partnership Wealth Management sold 1,410 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $173K.
  • iShares Russell 1000 Growth ETF made up 2.17% of Partnership Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Partnership Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's iShares Russell 1000 Growth ETF position peaked at $11.8M in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.