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 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

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

Partnership Wealth Management's IWF Position: Q2 2026 in Review

Partnership Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q2 2026, selling an estimated $127K and leaving 25,647 shares worth $3.18M. The position accounts for 2.15% of the portfolio, ranked #8.

Partnership Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q2 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Partnership Wealth Management held 25,647 shares of iShares Russell 1000 Growth ETF worth $3.18M as of Q2 2026.
Partnership Wealth Management sold 1,053 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $127K.
iShares Russell 1000 Growth ETF made up 2.15% of Partnership Wealth Management's portfolio in Q2 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 11 quarters since.
Partnership Wealth Management's iShares Russell 1000 Growth ETF position peaked at $11.8M in Q2 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.