SFP
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Sandbox Financial Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sandbox Financial 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 		$457K Sell
4,284
-24
-0.6% -$2.72K 0.13% 79
2025
Q4 		$510K Buy
4,308
+4
+0.1% +$474 0.14% 67
2025
Q3 		$504K Buy
4,304
+4
+0.1% +$445 0.14% 69
2025
Q2 		$457K Buy
4,300
+4
+0.1% +$382 0.14% 71
2025
Q1 		$388K Sell
4,296
-260
-6% -$25.6K 0.14% 76
2024
Q4 		$457K Buy
4,556
+4
+0.1% +$393 0.15% 69
2024
Q3 		$427K Buy
4,552
+204
+5% +$18.5K 0.15% 68
2024
Q2 		$396K Buy
4,348
+4
+0.1% +$342 0.15% 70
2024
Q1 		$366K Buy
4,344
+4
+0.1% +$322 0.15% 71
2023
Q4 		$329K Sell
4,340
-1,160
-21% -$82K 0.15% 66
2023
Q3 		$366K Buy
5,500
+104
+2% +$7.18K 0.19% 65
2023
Q2 		$371K Buy
5,396
+16
+0.3% +$1.02K 0.19% 64
2023
Q1 		$329K Sell
5,380
-236
-4% -$13.6K 0.2% 66
2022
Q4 		$301K Buy
+5,616
New +$309K 0.21% 58
2022
Q1 		– Sell
-2,844
Closed -$217K – 103
2021
Q4 		$217K Sell
2,844
-1,180
-29% -$87.5K 0.14% 88
2021
Q3 		$276K Buy
+4,024
New +$285K 0.2% 70

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sandbox Financial Partners's IWF Position: Q1 2026 in Review

Sandbox Financial Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.56% in Q1 2026, selling an estimated $2.72K and leaving 4,284 shares worth $457K. The position accounts for 0.13% of the portfolio, ranked #79.

Sandbox Financial Partners first reported a position in IWF in Q3 2021 and has held it in 16 quarters since. The position peaked at $510K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Sandbox Financial Partners held 4,284 shares of iShares Russell 1000 Growth ETF worth $457K as of Q1 2026.
  • Sandbox Financial Partners sold 24 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.72K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Sandbox Financial Partners's portfolio in Q1 2026, its #79 holding.
  • Sandbox Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 16 quarters since.
  • Sandbox Financial Partners's iShares Russell 1000 Growth ETF position peaked at $510K in Q4 2025.
  • 2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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