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

Signature Wealth Management 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	$971K	Sell	7,820 -212	-3%	-$25.6K	0.45%	43
2026 Q1	$856K	Sell	8,032 -1,428	-15%	-$162K	0.43%	42
2025 Q4	$1.12M	Buy	9,460 +4	+0%	+$474	0.55%	38
2025 Q3	$1.11M	Buy	9,456 +168	+2%	+$18.7K	0.58%	34
2025 Q2	$986K	Sell	9,288 -568	-6%	-$54.3K	0.56%	34
2025 Q1	$890K	Sell	9,856 -476	-5%	-$47K	0.58%	32
2024 Q4	$1.04M	Buy	10,332 +152	+1%	+$14.9K	0.71%	28
2024 Q3	$955K	Buy	10,180 +40	+0.4%	+$3.63K	0.69%	29
2024 Q2	$924K	Buy	10,140 +4	+0%	+$342	0.7%	30
2024 Q1	$854K	Buy	10,136 +4	+0%	+$322	0.7%	32
2023 Q4	$768K	Buy	10,132 +208	+2%	+$14.7K	0.67%	34
2023 Q3	$660K	Hold	9,924	–	–	0.65%	37
2023 Q2	$683K	Hold	9,924	–	–	0.63%	40
2023 Q1	$606K	Buy	9,924 +8	+0.1%	+$461	0.56%	48
2022 Q4	$531K	Buy	9,916 +3,536	+55%	+$195K	0.52%	51
2022 Q3	$336K	Sell	6,380 -532	-8%	-$31.3K	0.37%	65
2022 Q2	$378K	Buy	6,912 +4	+0.1%	+$240	0.39%	66
2022 Q1	$479K	Buy	6,908 +4	+0.1%	+$273	0.41%	63
2021 Q4	$528K	Sell	6,904 -76	-1%	-$5.63K	0.45%	57
2021 Q3	$478K	Hold	6,980	–	–	0.43%	59
2021 Q2	$474K	Hold	6,980	–	–	0.43%	57
2021 Q1	$424K	Sell	6,980 -976	-12%	-$59.4K	0.41%	63
2020 Q4	$480K	Buy	+7,956	New	+$453K	0.48%	50

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

Signature Wealth Management Partners's IWF Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q2 2026, selling an estimated $25.6K and leaving 7,820 shares worth $971K. The position accounts for 0.45% of the portfolio, ranked #43.

Signature Wealth Management Partners first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Signature Wealth Management Partners held 7,820 shares of iShares Russell 1000 Growth ETF worth $971K as of Q2 2026.
Signature Wealth Management Partners sold 212 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $25.6K.
iShares Russell 1000 Growth ETF made up 0.45% of Signature Wealth Management Partners's portfolio in Q2 2026, its #43 holding.
Signature Wealth Management Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's iShares Russell 1000 Growth ETF position peaked at $1.12M in Q4 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.