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 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 $1.66T 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

Patrick M. Sweeney & Associates's IWF Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,892 shares worth $521K. The position accounts for 0.33% of the portfolio, ranked #75.

Patrick M. Sweeney & Associates first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $579K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Patrick M. Sweeney & Associates held 4,892 shares of iShares Russell 1000 Growth ETF worth $521K as of Q1 2026.
Patrick M. Sweeney & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.33% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #75 holding.
Patrick M. Sweeney & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's iShares Russell 1000 Growth ETF position peaked at $579K in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.