Premier Path Wealth Partners
IWF icon

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
Q3 		$3.59M Sell
28,687
-203
-0.7% -$24.8K 0.42% 63
2026
Q2 		$3.59M Sell
28,890
-398
-1% -$48K 0.41% 59
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

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Premier Path Wealth Partners's IWF Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.7% in Q3 2026, selling an estimated $24.8K and leaving 28,687 shares worth $3.59M. The position accounts for 0.42% of the portfolio, ranked #63.

Premier Path Wealth Partners first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.1M in Q4 2023. 864 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Premier Path Wealth Partners held 28,687 shares of iShares Russell 1000 Growth ETF worth $3.59M as of Q3 2026.
  • Premier Path Wealth Partners sold 203 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $24.8K.
  • iShares Russell 1000 Growth ETF made up 0.42% of Premier Path Wealth Partners's portfolio in Q3 2026, its #63 holding.
  • Premier Path Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $5.1M in Q4 2023.
  • 864 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.