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

Premier Path 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	$3.12M	Sell	29,288 -1,740	-6%	-$197K	0.41%	55
2025 Q4	$3.67M	Sell	31,028 -580	-2%	-$68.7K	0.47%	42
2025 Q3	$3.7M	Sell	31,608 -2,280	-7%	-$254K	0.48%	43
2025 Q2	$3.6M	Sell	33,888 -2,664	-7%	-$255K	0.5%	41
2025 Q1	$3.3M	Sell	36,552 -2,228	-6%	-$220K	0.51%	41
2024 Q4	$3.89M	Sell	38,780 -960	-2%	-$94.4K	0.59%	39
2024 Q3	$3.73M	Sell	39,740 -164	-0.4%	-$14.9K	0.59%	38
2024 Q2	$3.64M	Sell	39,904 -1,480	-4%	-$126K	0.62%	36
2024 Q1	$3.48M	Sell	41,384 -25,896	-38%	-$2.09M	0.66%	33
2023 Q4	$5.1M	Buy	+67,280	New	+$4.76M	1.13%	19

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

Premier Path Wealth Partners's IWF Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q1 2026, selling an estimated $197K and leaving 29,288 shares worth $3.12M. The position accounts for 0.41% of the portfolio, ranked #55.

Premier Path Wealth Partners first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.1M in Q4 2023. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Premier Path Wealth Partners held 29,288 shares of iShares Russell 1000 Growth ETF worth $3.12M as of Q1 2026.
Premier Path Wealth Partners sold 1,740 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $197K.
iShares Russell 1000 Growth ETF made up 0.41% of Premier Path Wealth Partners's portfolio in Q1 2026, its #55 holding.
Premier Path Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $5.1M in Q4 2023.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.