Pennington Partners & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pennington Partners & Co’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	$771K	Sell	6,212 -3,784	-38%	-$456K	0.25%	50
2026 Q1	$1.07M	Buy	9,996 +1,944	+24%	+$221K	0.36%	36
2025 Q4	$953K	Hold	8,052	–	–	0.38%	33
2025 Q3	$943K	Hold	8,052	–	–	0.45%	32
2025 Q2	$855K	Hold	8,052	–	–	0.46%	29
2025 Q1	$727K	Buy	8,052 +576	+8%	+$56.8K	0.42%	33
2024 Q4	$751K	Buy	+7,476	New	+$735K	0.37%	31

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

Pennington Partners & Co's IWF Position: Q2 2026 in Review

Pennington Partners & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 38% in Q2 2026, selling an estimated $456K and leaving 6,212 shares worth $771K. The position accounts for 0.25% of the portfolio, ranked #50.

Pennington Partners & Co first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2026. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pennington Partners & Co held 6,212 shares of iShares Russell 1000 Growth ETF worth $771K as of Q2 2026.
Pennington Partners & Co sold 3,784 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $456K.
iShares Russell 1000 Growth ETF made up 0.25% of Pennington Partners & Co's portfolio in Q2 2026, its #50 holding.
Pennington Partners & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Pennington Partners & Co's iShares Russell 1000 Growth ETF position peaked at $1.07M in Q1 2026.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.