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 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 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

Stevens Capital Partners's IWF Position: Q2 2026 in Review

Stevens Capital Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q2 2026, selling an estimated $561K and leaving 138,319 shares worth $17.2M. The position accounts for 3.27% of the portfolio, ranked #5.

Stevens Capital Partners first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Stevens Capital Partners held 138,319 shares of iShares Russell 1000 Growth ETF worth $17.2M as of Q2 2026.
Stevens Capital Partners sold 4,653 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $561K.
iShares Russell 1000 Growth ETF made up 3.27% of Stevens Capital Partners's portfolio in Q2 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 15 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.