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

Patten & Patten’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	$637K	Hold	5,972	–	–	0.04%	223
2025 Q4	$707K	Sell	5,972 -1,608	-21%	-$190K	0.04%	215
2025 Q3	$888K	Hold	7,580	–	–	0.05%	192
2025 Q2	$805K	Sell	7,580 -64	-0.8%	-$6.12K	0.05%	190
2025 Q1	$690K	Hold	7,644	–	–	0.05%	194
2024 Q4	$767K	Hold	7,644	–	–	0.05%	189
2024 Q3	$717K	Hold	7,644	–	–	0.05%	193
2024 Q2	$697K	Buy	7,644 +8	+0.1%	+$683	0.05%	185
2024 Q1	$643K	Buy	7,636 +1,600	+27%	+$129K	0.05%	198
2023 Q4	$457K	Hold	6,036	–	–	0.04%	202
2023 Q3	$401K	Hold	6,036	–	–	0.04%	207
2023 Q2	$415K	Hold	6,036	–	–	0.03%	207
2023 Q1	$369K	Buy	6,036 +344	+6%	+$19.8K	0.03%	209
2022 Q4	$305K	Hold	5,692	–	–	0.03%	226
2022 Q3	$299K	Hold	5,692	–	–	0.03%	229
2022 Q2	$311K	Hold	5,692	–	–	0.03%	225
2022 Q1	$395K	Buy	5,692 +3,036	+114%	+$207K	0.03%	223
2021 Q4	$203K	Buy	+2,656	New	+$197K	0.01%	271

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 & Patten's IWF Position: Q1 2026 in Review

Patten & Patten held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,972 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #223.

Patten & Patten first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $888K in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Patten & Patten held 5,972 shares of iShares Russell 1000 Growth ETF worth $637K as of Q1 2026.
Patten & Patten left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Patten & Patten's portfolio in Q1 2026, its #223 holding.
Patten & Patten first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Patten & Patten's iShares Russell 1000 Growth ETF position peaked at $888K in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.