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Patriot Financial Group Insurance Agency’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Patriot Financial Group Insurance Agency’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 		$432K Sell
3,476
-3,596
-51% -$434K 0.04% 333
2026
Q1 		$754K Buy
7,072
+3,824
+118% +$434K 0.04% 354
2025
Q4 		$384K Buy
3,248
+28
+0.9% +$3.32K 0.05% 335
2025
Q3 		$377K Sell
3,220
-20
-0.6% -$2.23K 0.05% 338
2025
Q2 		$344K Sell
3,240
-284
-8% -$27.2K 0.04% 377
2025
Q1 		$318K Buy
3,524
+756
+27% +$74.6K 0.04% 375
2024
Q4 		$278K Buy
+2,768
New +$272K 0.04% 383
2023
Q4 		– Sell
-16,088
Closed -$1.07M – 485
2023
Q3 		$1.07M Buy
16,088
+120
+0.8% +$8.29K 0.22% 115
2023
Q2 		$1.1M Buy
15,968
+128
+0.8% +$8.14K 0.21% 115
2023
Q1 		$968K Sell
15,840
-260
-2% -$15K 0.2% 122
2022
Q4 		$862K Sell
16,100
-768
-5% -$42.2K 0.12% 125
2022
Q3 		$887K Sell
16,868
-464
-3% -$27.3K 0.22% 119
2022
Q2 		$948K Buy
17,332
+360
+2% +$21.6K 0.19% 111
2022
Q1 		$1.18M Buy
16,972
+360
+2% +$24.6K 0.21% 110
2021
Q4 		$1.27M Sell
16,612
-124
-0.7% -$9.19K 0.21% 112
2021
Q3 		$1.15M Sell
16,736
-64
-0.4% -$4.53K 0.2% 115
2021
Q2 		$1.14M Sell
16,800
-164
-1% -$10.6K 0.21% 117
2021
Q1 		$1.03M Sell
16,964
-2,384
-12% -$145K 0.24% 104
2020
Q4 		$1.17M Buy
19,348
+892
+5% +$50.8K 0.29% 74
2020
Q3 		$1M Buy
18,456
+16
+0.1% +$843 0.33% 62
2020
Q2 		$885K Buy
18,440
+2,088
+13% +$92K 0.34% 65
2020
Q1 		$616K Buy
16,352
+2,040
+14% +$87.9K 0.28% 72
2019
Q4 		$630K Buy
14,312
+4
+0% +$167 0.24% 86
2019
Q3 		$571K Buy
14,308
+832
+6% +$33.4K 0.26% 73
2019
Q2 		$539K Buy
13,476
+428
+3% +$16.6K 0.23% 73
2019
Q1 		$493K Buy
13,048
+340
+3% +$12.2K 0.25% 64
2018
Q4 		$416K Sell
12,708
-800
-6% -$28.2K 0.27% 59
2018
Q3 		$527K Sell
13,508
-9,484
-41% -$359K 0.31% 49
2018
Q2 		$827K Sell
22,992
-4,984
-18% -$176K 0.88% 21
2018
Q1 		$929K Sell
27,976
-16,080
-36% -$564K 0.69% 27
2017
Q4 		$1.53M Buy
44,056
+43,352
+6,158% +$1.42M 1.15% 14
2017
Q3 		$22K Buy
704
+188
+36% +$5.75K 0.02% 382
2017
Q2 		$15K Buy
516
+196
+61% +$5.75K 0.02% 444
2017
Q1 		$9K Sell
320
-80
-20% -$2.22K 0.01% 505
2016
Q4 		$11K Buy
+400
New +$10.4K 0.02% 446

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

Patriot Financial Group Insurance Agency's IWF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Russell 1000 Growth ETF (IWF) stake by 51% in Q2 2026, selling an estimated $434K and leaving 3,476 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #333.

Patriot Financial Group Insurance Agency first reported a position in IWF in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.53M in Q4 2017. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,476 shares of iShares Russell 1000 Growth ETF worth $432K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,596 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $434K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #333 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 35 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Russell 1000 Growth ETF position peaked at $1.53M in Q4 2017.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.