Royal Harbor Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Royal Harbor 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	$580K	Hold	5,440	–	–	0.2%	35
2025 Q4	$644K	Sell	5,440 -252	-4%	-$29.9K	0.21%	35
2025 Q3	$667K	Hold	5,692	–	–	0.23%	32
2025 Q2	$604K	Hold	5,692	–	–	0.22%	35
2025 Q1	$514K	Hold	5,692	–	–	0.2%	32
2024 Q4	$571K	Hold	5,692	–	–	0.22%	29
2024 Q3	$534K	Hold	5,692	–	–	0.21%	32
2024 Q2	$519K	Hold	5,692	–	–	0.21%	30
2024 Q1	$480K	Hold	5,692	–	–	0.21%	36
2023 Q4	$431K	Hold	5,692	–	–	0.2%	42
2023 Q3	$379K	Hold	5,692	–	–	0.2%	41
2023 Q2	$392K	Hold	5,692	–	–	0.19%	57
2023 Q1	$348K	Hold	5,692	–	–	0.19%	61
2022 Q4	$305K	Buy	+5,692	New	+$313K	0.19%	61
2022 Q3	–	Sell	-3,692	Closed	-$202K	–	77
2022 Q2	$202K	Hold	3,692	–	–	0.14%	65
2022 Q1	$256K	Hold	3,692	–	–	0.16%	70
2021 Q4	$282K	Hold	3,692	–	–	0.18%	69
2021 Q3	$253K	Sell	3,692 -12	-0.3%	-$849	0.18%	73
2021 Q2	$251K	Hold	3,704	–	–	0.17%	68
2021 Q1	$225K	Hold	3,704	–	–	0.17%	69
2020 Q4	$223K	Hold	3,704	–	–	0.19%	82
2020 Q3	$201K	Sell	3,704 -2,024	-35%	-$107K	0.19%	80
2020 Q2	$275K	Hold	5,728	–	–	0.27%	70
2020 Q1	$216K	Buy	5,728 +40	+0.7%	+$1.72K	0.25%	66
2019 Q4	$250K	Buy	+5,688	New	+$237K	0.24%	51

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

Royal Harbor Partners's IWF Position: Q1 2026 in Review

Royal Harbor Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,440 shares worth $580K. The position accounts for 0.2% of the portfolio, ranked #35.

Royal Harbor Partners first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. The position peaked at $667K in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Royal Harbor Partners held 5,440 shares of iShares Russell 1000 Growth ETF worth $580K as of Q1 2026.
Royal Harbor Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.2% of Royal Harbor Partners's portfolio in Q1 2026, its #35 holding.
Royal Harbor Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
Royal Harbor Partners's iShares Russell 1000 Growth ETF position peaked at $667K in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Royal Harbor Partners's 13F filing for Q1 2026, filed 24 Apr 2026.