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 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

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

Premier Path Wealth Partners's IWF Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q2 2026, selling an estimated $48K and leaving 28,890 shares worth $3.59M. The position accounts for 0.41% of the portfolio, ranked #59.

Premier Path Wealth Partners first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.1M in Q4 2023. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Premier Path Wealth Partners held 28,890 shares of iShares Russell 1000 Growth ETF worth $3.59M as of Q2 2026.
Premier Path Wealth Partners sold 398 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $48K.
iShares Russell 1000 Growth ETF made up 0.41% of Premier Path Wealth Partners's portfolio in Q2 2026, its #59 holding.
Premier Path Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $5.1M in Q4 2023.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.