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

Quotient 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	$3.69M	Buy	34,616 +1,836	+6%	+$208K	0.1%	58
2025 Q4	$3.88M	Sell	32,780 -1,456	-4%	-$172K	0.1%	56
2025 Q3	$4.01M	Sell	34,236 -1,064	-3%	-$118K	0.11%	53
2025 Q2	$3.75M	Sell	35,300 -184	-0.5%	-$17.6K	0.11%	53
2025 Q1	$3.2M	Sell	35,484 -100	-0.3%	-$9.87K	0.1%	51
2024 Q4	$3.57M	Sell	35,584 -288	-0.8%	-$28.3K	0.12%	49
2024 Q3	$3.37M	Sell	35,872 -340	-0.9%	-$30.8K	0.11%	49
2024 Q2	$3.3M	Buy	36,212 +372	+1%	+$31.8K	0.12%	48
2024 Q1	$3.02M	Sell	35,840 -944	-3%	-$76.1K	0.11%	59
2023 Q4	$2.79M	Buy	+36,784	New	+$2.6M	0.11%	76

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

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

Quotient Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q1 2026, buying an estimated $208K and bringing the position to 34,616 shares worth $3.69M. The position accounts for 0.1% of the portfolio, ranked #58.

Quotient Wealth Partners first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.01M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Quotient Wealth Partners held 34,616 shares of iShares Russell 1000 Growth ETF worth $3.69M as of Q1 2026.
Quotient Wealth Partners bought 1,836 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $208K.
iShares Russell 1000 Growth ETF made up 0.1% of Quotient Wealth Partners's portfolio in Q1 2026, its #58 holding.
Quotient Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $4.01M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.