Stevens Capital Partners
IWF icon

Stevens Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stevens Capital 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
Q3 		$18M Buy
143,772
+5,453
+4% +$667K 3.12% 5
2026
Q2 		$17.2M Sell
138,319
-4,653
-3% -$561K 3.27% 5
2026
Q1 		$15.2M Buy
142,972
+28,192
+25% +$3.2M 3.66% 5
2025
Q4 		$13.6M Buy
114,780
+16,524
+17% +$1.96M 3.55% 6
2025
Q3 		$11.5M Buy
98,256
+6,880
+8% +$766K 3.43% 6
2025
Q2 		$10.1M Buy
91,376
+21,640
+31% +$2.07M 3.63% 6
2025
Q1 		$6.3M Buy
69,736
+22,740
+48% +$2.24M 2.96% 8
2024
Q4 		$4.72M Sell
46,996
-408
-0.9% -$40.1K 2.14% 12
2024
Q3 		$4.45M Buy
47,404
+360
+0.8% +$32.6K 2.12% 12
2024
Q2 		$4.29M Sell
47,044
-32
-0.1% -$2.73K 2.21% 11
2024
Q1 		$3.97M Buy
47,076
+612
+1% +$49.3K 2.36% 10
2023
Q4 		$3.52M Buy
46,464
+2,068
+5% +$146K 2.45% 10
2023
Q3 		$2.95M Buy
44,396
+492
+1% +$34K 2.37% 10
2023
Q2 		$3.02M Buy
43,904
+44
+0.1% +$2.8K 2.34% 10
2023
Q1 		$2.68M Buy
43,860
+10,660
+32% +$614K 2.25% 10
2022
Q4 		$1.78M Buy
+33,200
New +$1.83M 1.57% 15

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stevens Capital Partners's IWF Position: Q3 2026 in Review

Stevens Capital Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q3 2026, buying an estimated $667K and bringing the position to 143,772 shares worth $18M. The position accounts for 3.12% of the portfolio, ranked #5.

Stevens Capital Partners first reported a position in IWF in Q4 2022 and has held it in 16 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Stevens Capital Partners held 143,772 shares of iShares Russell 1000 Growth ETF worth $18M as of Q3 2026.
  • Stevens Capital Partners bought 5,453 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $667K.
  • iShares Russell 1000 Growth ETF made up 3.12% of Stevens Capital Partners's portfolio in Q3 2026, its #5 holding.
  • Stevens Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.