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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stevens Capital Partners's IWF Position: Q1 2026 in Review

Stevens Capital Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 25% in Q1 2026, buying an estimated $3.2M and bringing the position to 142,972 shares worth $15.2M. The position accounts for 3.66% of the portfolio, ranked #5.

Stevens Capital Partners first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Stevens Capital Partners held 142,972 shares of iShares Russell 1000 Growth ETF worth $15.2M as of Q1 2026.
  • Stevens Capital Partners bought 28,192 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.2M.
  • iShares Russell 1000 Growth ETF made up 3.66% of Stevens Capital Partners's portfolio in Q1 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 14 quarters since.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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