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

Principle 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	$1.11M	Buy	10,376 +1,440	+16%	+$163K	0.06%	165
2025 Q4	$1.06M	Hold	8,936	–	–	0.06%	167
2025 Q3	$1.05M	Hold	8,936	–	–	0.06%	159
2025 Q2	$949K	Buy	8,936 +560	+7%	+$53.5K	0.06%	166
2025 Q1	$756K	Hold	8,376	–	–	0.05%	181
2024 Q4	$841K	Buy	8,376 +96	+1%	+$9.44K	0.06%	169
2024 Q3	$777K	Hold	8,280	–	–	0.06%	176
2024 Q2	$755K	Hold	8,280	–	–	0.06%	177
2024 Q1	$698K	Hold	8,280	–	–	0.05%	187
2023 Q4	$628K	Hold	8,280	–	–	0.05%	189
2023 Q3	$551K	Hold	8,280	–	–	0.06%	190
2023 Q2	$570K	Buy	8,280 +168	+2%	+$10.7K	0.06%	187
2023 Q1	$496K	Sell	8,112 -860	-10%	-$49.5K	0.05%	199
2022 Q4	$481K	Buy	8,972 +2,272	+34%	+$125K	0.05%	198
2022 Q3	$352	Hold	6,700	–	–	0.03%	215
2022 Q2	$366K	Buy	6,700 +536	+9%	+$32.2K	0.04%	222
2022 Q1	$428K	Buy	6,164 +2,028	+49%	+$138K	0.05%	216
2021 Q4	$316K	Hold	4,136	–	–	0.03%	253
2021 Q3	$283K	Hold	4,136	–	–	0.03%	254
2021 Q2	$281K	Hold	4,136	–	–	0.03%	263
2021 Q1	$251K	Sell	4,136 -304	-7%	-$18.5K	0.03%	258
2020 Q4	$268K	Hold	4,440	–	–	0.04%	233
2020 Q3	$241K	Hold	4,440	–	–	0.07%	133
2020 Q2	$213K	Buy	+4,440	New	+$196K	0.06%	138
2020 Q1	–	Sell	-4,552	Closed	-$200K	–	154
2019 Q4	$200K	Buy	+4,552	New	+$190K	0.06%	162

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

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

Principle Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q1 2026, buying an estimated $163K and bringing the position to 10,376 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #165.

Principle Wealth Partners first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Principle Wealth Partners held 10,376 shares of iShares Russell 1000 Growth ETF worth $1.11M as of Q1 2026.
Principle Wealth Partners bought 1,440 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $163K.
iShares Russell 1000 Growth ETF made up 0.06% of Principle Wealth Partners's portfolio in Q1 2026, its #165 holding.
Principle Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.