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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.15M Buy
9,181
+872
+10% +$107K 0.18% 113
2026
Q2
$1.03M Buy
8,309
+5,513
+197% +$665K 0.17% 111
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

Precedent Wealth Partners's IWF Position: Q3 2026 in Review

Precedent Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q3 2026, buying an estimated $107K and bringing the position to 9,181 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #113.

Precedent Wealth Partners first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. 1,084 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Precedent Wealth Partners held 9,181 shares of iShares Russell 1000 Growth ETF worth $1.15M as of Q3 2026.
  • Precedent Wealth Partners bought 872 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $107K.
  • iShares Russell 1000 Growth ETF made up 0.18% of Precedent Wealth Partners's portfolio in Q3 2026, its #113 holding.
  • Precedent Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,084 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.