Patten Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Patten Group’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	$10.1M	Sell	95,136 -4,840	-5%	-$549K	1.76%	9
2025 Q4	$11.8M	Buy	99,976 +10,396	+12%	+$1.23M	2.19%	6
2025 Q3	$10.5M	Sell	89,580 -1,396	-2%	-$155K	2.04%	7
2025 Q2	$9.66M	Sell	90,976 -1,924	-2%	-$184K	2.04%	7
2025 Q1	$8.39M	Sell	92,900 -4,452	-5%	-$439K	1.92%	7
2024 Q4	$9.77M	Sell	97,352 -540	-0.6%	-$53.1K	2.16%	6
2024 Q3	$9.19M	Buy	97,892 +4,456	+5%	+$404K	2.04%	6
2024 Q2	$8.51M	Buy	93,436 +3,224	+4%	+$275K	2.01%	7
2024 Q1	$7.6M	Buy	90,212 +1,504	+2%	+$121K	1.87%	7
2023 Q4	$6.72M	Sell	88,708 -992	-1%	-$70.2K	1.82%	7
2023 Q3	$5.96M	Sell	89,700 -276	-0.3%	-$19.1K	1.78%	8
2023 Q2	$6.19M	Sell	89,976 -1,756	-2%	-$112K	0.92%	9
2023 Q1	$5.6M	Sell	91,732 -4,388	-5%	-$253K	1.68%	8
2022 Q4	$5.15M	Sell	96,120 -1,320	-1%	-$72.6K	1.62%	8
2022 Q3	$5.18M	Sell	97,440 -2,756	-3%	-$162K	1.78%	6
2022 Q2	$5.74M	Sell	100,196 -3,376	-3%	-$203K	1.84%	6
2022 Q1	$7.19M	Sell	103,572 -1,464	-1%	-$99.9K	2.02%	7
2021 Q4	$8.02M	Sell	105,036 -512	-0.5%	-$38K	2.12%	7
2021 Q3	$7.23M	Sell	105,548 -188	-0.2%	-$13.3K	2.13%	6
2021 Q2	$7.18M	Sell	105,736 -40	-0%	-$2.58K	2.11%	6
2021 Q1	$6.43M	Sell	105,776 -6,644	-6%	-$404K	2.06%	6
2020 Q4	$6.78M	Buy	112,420 +1,860	+2%	+$106K	1.83%	11
2020 Q3	$6M	Buy	110,560 +904	+0.8%	+$47.6K	2.34%	6
2020 Q2	$5.26M	Buy	109,656 +4,648	+4%	+$205K	2.26%	6
2020 Q1	$3.96M	Buy	105,008 +2,084	+2%	+$89.8K	2.05%	8
2019 Q4	$4.53M	Buy	102,924 +1,360	+1%	+$56.8K	1.69%	8
2019 Q3	$4.05M	Buy	101,564 +120	+0.1%	+$4.81K	1.65%	7
2019 Q2	$3.99M	Sell	101,444 -4,216	-4%	-$163K	1.63%	7
2019 Q1	$4M	Buy	105,660 +8,328	+9%	+$299K	1.72%	7
2018 Q4	$3.19M	Sell	97,332 -25,200	-21%	-$888K	1.51%	11
2018 Q3	$4.78M	Sell	122,532 -2,200	-2%	-$83.3K	1.82%	6
2018 Q2	$4.48M	Sell	124,732 -1,540	-1%	-$54.4K	1.8%	8
2018 Q1	$4.3M	Sell	126,272 -1,848	-1%	-$64.8K	1.76%	7
2017 Q4	$4.31M	Sell	128,120 -14,764	-10%	-$484K	1.71%	6
2017 Q3	$4.47M	Sell	142,884 -17,340	-11%	-$531K	1.81%	6
2017 Q2	$4.89M	Buy	160,224 +8,852	+6%	+$260K	1.98%	5
2017 Q1	$4.29M	Buy	151,372 +2,932	+2%	+$81.3K	1.86%	6
2016 Q4	$4.04M	Buy	148,440 +5,860	+4%	+$152K	1.82%	6
2016 Q3	$3.65M	Sell	142,580 -1,192	-0.8%	-$31K	1.71%	8
2016 Q2	$3.61M	Buy	143,772 +3,748	+3%	+$93.6K	1.69%	9
2016 Q1	$3.49M	Sell	140,024 -4,376	-3%	-$103K	1.66%	9
2015 Q4	$3.59M	Buy	144,400 +48,140	+50%	+$1.2M	1.73%	9
2015 Q3	$2.24M	Buy	96,260 +2,728	+3%	+$67.1K	1.15%	20
2015 Q2	$2.32M	Buy	93,532 +17,648	+23%	+$444K	1.1%	20
2015 Q1	$1.88M	Buy	75,884 +58,076	+326%	+$1.42M	0.96%	28
2014 Q4	$426K	Buy	+17,808	New	+$417K	0.21%	117

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

Patten Group's IWF Position: Q1 2026 in Review

Patten Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.8% in Q1 2026, selling an estimated $549K and leaving 95,136 shares worth $10.1M. The position accounts for 1.76% of the portfolio, ranked #9.

Patten Group first reported a position in IWF in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.8M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Patten Group held 95,136 shares of iShares Russell 1000 Growth ETF worth $10.1M as of Q1 2026.
Patten Group sold 4,840 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $549K.
iShares Russell 1000 Growth ETF made up 1.76% of Patten Group's portfolio in Q1 2026, its #9 holding.
Patten Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
Patten Group's iShares Russell 1000 Growth ETF position peaked at $11.8M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.