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

Strategic 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 		– Sell
-3,008
Closed -$356K – 84
2025
Q4 		$356K Sell
3,008
-216
-7% -$25.6K 0.15% 64
2025
Q3 		$378K Sell
3,224
-292
-8% -$32.5K 0.17% 60
2025
Q2 		$373K Hold
3,516
– – 0.17% 58
2025
Q1 		$317K Hold
3,516
– – 0.17% 59
2024
Q4 		$353K Hold
3,516
– – 0.18% 54
2024
Q3 		$330K Sell
3,516
-560
-14% -$50.8K 0.17% 55
2024
Q2 		$371K Sell
4,076
-2,576
-39% -$220K 0.2% 52
2024
Q1 		$561K Sell
6,652
-176
-3% -$14.2K 0.31% 46
2023
Q4 		$518K Hold
6,828
– – 0.3% 43
2023
Q3 		$454K Hold
6,828
– – 0.28% 44
2023
Q2 		$470K Hold
6,828
– – 0.27% 47
2023
Q1 		$417K Sell
6,828
-732
-10% -$42.2K 0.26% 47
2022
Q4 		$405K Buy
7,560
+224
+3% +$12.3K 0.25% 46
2022
Q3 		$386K Sell
7,336
-2,292
-24% -$135K 0.25% 40
2022
Q2 		$526K Hold
9,628
– – 0.31% 39
2022
Q1 		$668K Sell
9,628
-340
-3% -$23.2K 0.34% 35
2021
Q4 		$762K Sell
9,968
-804
-7% -$59.6K 0.37% 37
2021
Q3 		$738K Sell
10,772
-504
-4% -$35.7K 0.4% 36
2021
Q2 		$765K Sell
11,276
-1,808
-14% -$117K 0.42% 33
2021
Q1 		$795K Buy
13,084
+1,012
+8% +$61.6K 0.47% 28
2020
Q4 		$728K Hold
12,072
– – 0.48% 29
2020
Q3 		$655K Sell
12,072
-3,280
-21% -$173K 0.51% 30
2020
Q2 		$737K Sell
15,352
-92
-0.6% -$4.05K 0.61% 26
2020
Q1 		$582K Buy
15,444
+1,348
+10% +$58.1K 0.62% 27
2019
Q4 		$620K Buy
+14,096
New +$589K 0.51% 34

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

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

Strategic Financial Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 3,008 shares — an estimated $356K sold.

Strategic Financial Partners first reported a position in IWF in Q4 2019 and held it in 25 quarters. The position peaked at $795K in Q1 2021. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Strategic Financial Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Financial Partners sold 3,008 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $356K.
  • Strategic Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 25 quarters.
  • Strategic Financial Partners's iShares Russell 1000 Growth ETF position peaked at $795K in Q1 2021.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.