Platform Technology Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Platform Technology 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 Q2	$1.01M	Sell	8,155 -97	-1%	-$11.7K	0.17%	124
2026 Q1	$880K	Buy	8,252 +2,272	+38%	+$258K	0.17%	120
2025 Q4	$707K	Buy	5,980 +1,440	+32%	+$171K	0.15%	127
2025 Q3	$531K	Buy	4,540 +4	+0.1%	+$445	0.13%	148
2025 Q2	$482K	Hold	4,536	–	–	0.13%	153
2025 Q1	$410K	Sell	4,536 -8	-0.2%	-$789	0.12%	153
2024 Q4	$456K	Buy	4,544 +84	+2%	+$8.26K	0.14%	136
2024 Q3	$418K	Buy	4,460 +2,008	+82%	+$182K	0.13%	143
2024 Q2	$223K	Buy	+2,452	New	+$209K	0.08%	197
2023 Q4	$203K	Buy	+2,472	New	+$175K	0.08%	187
2022 Q3	–	Sell	-5,044	Closed	-$276K	–	204
2022 Q2	$276K	Buy	5,044 +48	+1%	+$2.88K	0.15%	141
2022 Q1	$347K	Sell	4,996 -164	-3%	-$11.2K	0.17%	133
2021 Q4	$394K	Sell	5,160 -8	-0.2%	-$593	0.17%	135
2021 Q3	$354K	Hold	5,168	–	–	0.16%	149
2021 Q2	$351K	Buy	+5,168	New	+$333K	0.14%	166
2020 Q4	$319K	Buy	+5,296	New	+$301K	0.16%	147

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

Platform Technology Partners's IWF Position: Q2 2026 in Review

Platform Technology Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, selling an estimated $11.7K and leaving 8,155 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #124.

Platform Technology Partners first reported a position in IWF in Q4 2020 and has held it in 16 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Platform Technology Partners held 8,155 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q2 2026.
Platform Technology Partners sold 97 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.7K.
iShares Russell 1000 Growth ETF made up 0.17% of Platform Technology Partners's portfolio in Q2 2026, its #124 holding.
Platform Technology Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 16 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.