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

Precedent 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	$298K	Sell	2,796 -8	-0.3%	-$908	0.06%	146
2025 Q4	$332K	Buy	2,804 +20	+0.7%	+$2.37K	0.07%	147
2025 Q3	$326K	Hold	2,784	–	–	0.07%	145
2025 Q2	$296K	Hold	2,784	–	–	0.07%	149
2025 Q1	$251K	Sell	2,784 -516	-16%	-$50.9K	0.07%	144
2024 Q4	$331K	Hold	3,300	–	–	0.11%	130
2024 Q3	$310K	Hold	3,300	–	–	0.1%	131
2024 Q2	$301K	Hold	3,300	–	–	0.12%	124
2024 Q1	$278K	Buy	3,300 +12	+0.4%	+$967	0.12%	120
2023 Q4	$249K	Buy	+3,288	New	+$233K	0.13%	121

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

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

Precedent Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.29% in Q1 2026, selling an estimated $908 and leaving 2,796 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #146.

Precedent Wealth Partners first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $332K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Precedent Wealth Partners held 2,796 shares of iShares Russell 1000 Growth ETF worth $298K as of Q1 2026.
Precedent Wealth Partners sold 8 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $908.
iShares Russell 1000 Growth ETF made up 0.06% of Precedent Wealth Partners's portfolio in Q1 2026, its #146 holding.
Precedent Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Precedent Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $332K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.