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Perfromance Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Perfromance Wealth Partners’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 		$2.06M Sell
19,312
-140
-0.7% -$15.9K 0.06% 60
2025
Q4 		$2.3M Sell
19,452
-132
-0.7% -$15.6K 0.06% 50
2025
Q3 		$2.29M Sell
19,584
-20
-0.1% -$2.23K 0.06% 47
2025
Q2 		$2.08M Sell
19,604
-40
-0.2% -$3.83K 0.07% 48
2025
Q1 		$1.77M Sell
19,644
-4
-0% -$395 0.06% 48
2024
Q4 		$1.97M Hold
19,648
– – 0.06% 51
2024
Q3 		$1.84M Buy
19,648
+5,372
+38% +$487K 0.06% 49
2024
Q2 		$1.3M Sell
14,276
-220
-2% -$18.8K 0.05% 49
2024
Q1 		$1.22M Sell
14,496
-880
-6% -$70.9K 0.05% 60
2023
Q4 		$1.17M Sell
15,376
-3,932
-20% -$278K 0.05% 69
2023
Q3 		$1.28M Sell
19,308
-200
-1% -$13.8K 0.06% 68
2023
Q2 		$1.34M Buy
19,508
+2,724
+16% +$173K 0.06% 71
2023
Q1 		$1.03M Hold
16,784
– – 0.05% 75
2022
Q4 		$899K Sell
16,784
-2,332
-12% -$128K 0.05% 76
2022
Q3 		$1M Hold
19,116
– – 0.06% 68
2022
Q2 		$1.04M Hold
19,116
– – 0.06% 69
2022
Q1 		$1.33M Buy
19,116
+44
+0.2% +$3K 0.06% 64
2021
Q4 		$1.46M Buy
+19,072
New +$1.41M 0.06% 68

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perfromance Wealth Partners's IWF Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.72% in Q1 2026, selling an estimated $15.9K and leaving 19,312 shares worth $2.06M. The position accounts for 0.06% of the portfolio, ranked #60.

Perfromance Wealth Partners first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.3M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Perfromance Wealth Partners held 19,312 shares of iShares Russell 1000 Growth ETF worth $2.06M as of Q1 2026.
  • Perfromance Wealth Partners sold 140 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $15.9K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Perfromance Wealth Partners's portfolio in Q1 2026, its #60 holding.
  • Perfromance Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $2.3M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.