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

Pursue 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	$1.89M	Hold	15,224	–	–	1.06%	33
2026 Q1	$1.62M	Buy	15,224 +1,312	+9%	+$149K	0.97%	30
2025 Q4	$1.65M	Buy	13,912 +4	+0%	+$474	0.8%	33
2025 Q3	$1.63M	Buy	13,908 +212	+2%	+$23.6K	0.89%	34
2025 Q2	$1.45M	Sell	13,696 -976	-7%	-$93.3K	0.83%	37
2025 Q1	$1.32M	Buy	14,672 +172	+1%	+$17K	0.81%	38
2024 Q4	$1.46M	Buy	14,500 +200	+1%	+$19.7K	0.83%	37
2024 Q3	$1.34M	Buy	14,300 +1,276	+10%	+$116K	0.73%	39
2024 Q2	$1.19M	Buy	13,024 +872	+7%	+$74.5K	0.65%	38
2024 Q1	$1.02M	Buy	12,152 +592	+5%	+$47.7K	0.6%	42
2023 Q4	$876K	Hold	11,560	–	–	0.57%	46
2023 Q3	$769K	Hold	11,560	–	–	0.54%	46
2023 Q2	$795K	Hold	11,560	–	–	0.5%	49
2023 Q1	$706K	Hold	11,560	–	–	0.48%	53
2022 Q4	$619K	Hold	11,560	–	–	0.48%	57
2022 Q3	$608K	Buy	11,560 +4,000	+53%	+$235K	0.44%	54
2022 Q2	$413K	Hold	7,560	–	–	0.26%	76
2022 Q1	$515K	Hold	7,560	–	–	0.21%	87
2021 Q4	$578K	Buy	+7,560	New	+$560K	0.22%	81

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

Pursue Wealth Partners's IWF Position: Q2 2026 in Review

Pursue Wealth Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 15,224 shares worth $1.89M. The position accounts for 1.06% of the portfolio, ranked #33.

Pursue Wealth Partners first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pursue Wealth Partners held 15,224 shares of iShares Russell 1000 Growth ETF worth $1.89M as of Q2 2026.
Pursue Wealth Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 1.06% of Pursue Wealth Partners's portfolio in Q2 2026, its #33 holding.
Pursue Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.