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

Revolve 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	$1.99M	Sell	16,029 -1,583	-9%	-$191K	0.21%	69
2026 Q1	$1.88M	Sell	17,612 -3,612	-17%	-$410K	0.24%	60
2025 Q4	$2.51M	Sell	21,224 -768	-3%	-$91K	0.3%	49
2025 Q3	$2.58M	Sell	21,992 -4,792	-18%	-$534K	0.31%	46
2025 Q2	$2.84M	Sell	26,784 -4,184	-14%	-$400K	0.37%	42
2025 Q1	$2.8M	Buy	30,968 +5,180	+20%	+$511K	0.4%	38
2024 Q4	$2.59M	Buy	25,788 +612	+2%	+$60.2K	0.37%	43
2024 Q3	$2.36M	Sell	25,176 -2,092	-8%	-$190K	0.36%	45
2024 Q2	$2.48M	Sell	27,268 -1,136	-4%	-$97K	0.41%	37
2024 Q1	$2.39M	Sell	28,404 -732	-3%	-$59K	0.41%	40
2023 Q4	$2.21M	Sell	29,136 -796	-3%	-$56.3K	0.43%	40
2023 Q3	$1.99M	Sell	29,932 -40	-0.1%	-$2.76K	0.46%	40
2023 Q2	$2.06M	Sell	29,972 -1,820	-6%	-$116K	0.48%	42
2023 Q1	$1.94M	Sell	31,792 -2,740	-8%	-$158K	0.49%	41
2022 Q4	$1.85M	Sell	34,532 -1,384	-4%	-$76.1K	0.53%	40
2022 Q3	$1.89M	Buy	35,916 +4,236	+13%	+$249K	0.63%	33
2022 Q2	$1.73M	Sell	31,680 -1,052	-3%	-$63.2K	0.57%	36
2022 Q1	$2.27M	Sell	32,732 -2,220	-6%	-$152K	0.66%	30
2021 Q4	$2.67M	Buy	+34,952	New	+$2.59M	0.77%	27

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

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

Revolve Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9% in Q2 2026, selling an estimated $191K and leaving 16,029 shares worth $1.99M. The position accounts for 0.21% of the portfolio, ranked #69.

Revolve Wealth Partners first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.84M in Q2 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Revolve Wealth Partners held 16,029 shares of iShares Russell 1000 Growth ETF worth $1.99M as of Q2 2026.
Revolve Wealth Partners sold 1,583 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $191K.
iShares Russell 1000 Growth ETF made up 0.21% of Revolve Wealth Partners's portfolio in Q2 2026, its #69 holding.
Revolve Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Revolve Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $2.84M in Q2 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.