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 Q2	$4.28M	Sell	34,500 -116	-0.3%	-$14K	0.1%	61
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 $1.89T 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

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

Quotient Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.34% in Q2 2026, selling an estimated $14K and leaving 34,500 shares worth $4.28M. The position accounts for 0.1% of the portfolio, ranked #61.

Quotient Wealth Partners first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Quotient Wealth Partners held 34,500 shares of iShares Russell 1000 Growth ETF worth $4.28M as of Q2 2026.
Quotient Wealth Partners sold 116 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $14K.
iShares Russell 1000 Growth ETF made up 0.1% of Quotient Wealth Partners's portfolio in Q2 2026, its #61 holding.
Quotient Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.