Patrick M. Sweeney & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Patrick M. Sweeney & Associates’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	$607K	Hold	4,892	–	–	0.35%	71
2026 Q1	$521K	Hold	4,892	–	–	0.33%	75
2025 Q4	$579K	Sell	4,892 -36	-0.7%	-$4.26K	0.36%	71
2025 Q3	$577K	Hold	4,928	–	–	0.37%	67
2025 Q2	$528K	Hold	4,928	–	–	0.36%	71
2025 Q1	$445K	Hold	4,928	–	–	0.33%	78
2024 Q4	$495K	Hold	4,928	–	–	0.37%	73
2024 Q3	$462K	Buy	4,928 +24	+0.5%	+$2.18K	0.34%	77
2024 Q2	$447K	Sell	4,904 -100	-2%	-$8.54K	0.36%	71
2024 Q1	$422K	Hold	5,004	–	–	0.35%	76
2023 Q4	$379K	Buy	+5,004	New	+$354K	0.35%	75

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

Patrick M. Sweeney & Associates's IWF Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,892 shares worth $607K. The position accounts for 0.35% of the portfolio, ranked #71.

Patrick M. Sweeney & Associates first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Patrick M. Sweeney & Associates held 4,892 shares of iShares Russell 1000 Growth ETF worth $607K as of Q2 2026.
Patrick M. Sweeney & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.35% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #71 holding.
Patrick M. Sweeney & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.