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 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 $1.66T 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

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

Pursue Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.4% in Q1 2026, buying an estimated $149K and bringing the position to 15,224 shares worth $1.62M. The position accounts for 0.97% of the portfolio, ranked #30.

Pursue Wealth Partners first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Pursue Wealth Partners held 15,224 shares of iShares Russell 1000 Growth ETF worth $1.62M as of Q1 2026.
Pursue Wealth Partners bought 1,312 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $149K.
iShares Russell 1000 Growth ETF made up 0.97% of Pursue Wealth Partners's portfolio in Q1 2026, its #30 holding.
Pursue Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $1.65M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.