SWP
IWF icon

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

Strategic Wealth 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 		$561K Sell
5,264
-180
-3% -$20.4K 0.04% 191
2025
Q4 		$644K Buy
5,444
+48
+0.9% +$5.69K 0.04% 184
2025
Q3 		$632K Sell
5,396
-592
-10% -$65.9K 0.05% 200
2025
Q2 		$636K Buy
+5,988
New +$573K 0.05% 187
2024
Q4 		$365K Sell
3,516
-208
-6% -$20.5K 0.03% 243
2024
Q3 		$349K Buy
3,724
+12
+0.3% +$1.09K 0.03% 235
2024
Q2 		$338K Sell
3,712
-2,772
-43% -$237K 0.04% 225
2024
Q1 		$546K Buy
6,484
+3,012
+87% +$243K 0.06% 189
2023
Q4 		$263K Sell
3,472
-324
-9% -$22.9K 0.03% 236
2023
Q3 		$252K Sell
3,796
-468
-11% -$32.3K 0.03% 255
2023
Q2 		$293K Sell
4,264
-2,628
-38% -$167K 0.04% 248
2023
Q1 		$421K Buy
6,892
+1,672
+32% +$96.3K 0.06% 187
2022
Q4 		$280K Sell
5,220
-1,088
-17% -$59.8K 0.05% 217
2022
Q3 		$332K Buy
6,308
+480
+8% +$28.2K 0.07% 211
2022
Q2 		$319K Sell
5,828
-388
-6% -$23.3K 0.07% 192
2022
Q1 		$431K Sell
6,216
-162,136
-96% -$11.1M 0.08% 188
2021
Q4 		$12.9M Buy
168,352
+4,368
+3% +$324K 2.44% 3
2021
Q3 		$11.2M Sell
163,984
-832
-0.5% -$58.9K 3.3% 3
2021
Q2 		$11.2M Sell
164,816
-11,132
-6% -$718K 3.65% 3
2021
Q1 		$10.7M Sell
175,948
-936
-0.5% -$57K 4.27% 3
2020
Q4 		$10.7M Sell
176,884
-88,916
-33% -$5.06M 4.47% 3
2020
Q3 		$14.4M Buy
265,800
+66,884
+34% +$3.52M 7.29% 2
2020
Q2 		$9.55M Buy
198,916
+190,944
+2,395% +$8.42M 4.93% 3
2020
Q1 		$351K Hold
7,972
– – 0.18% 104
2019
Q4 		$351K Buy
7,972
+1,836
+30% +$76.7K 0.18% 104
2019
Q3 		$16.2K Buy
6,136
+3,056
+99% +$123K 0.08% 122
2019
Q2 		$121K Buy
3,080
+1,592
+107% +$61.6K 0.06% 163
2019
Q1 		$57K Buy
+1,488
New +$53.5K 0.03% 223
2018
Q2 		– Sell
-748
Closed -$25K – 792
2018
Q1 		$25K Buy
+748
New +$26.2K 0.01% 320

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 Wealth Partners's IWF Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q1 2026, selling an estimated $20.4K and leaving 5,264 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #191.

Strategic Wealth Partners first reported a position in IWF in Q1 2018 and has held it in 29 quarters since. The position peaked at $14.4M in Q3 2020. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Strategic Wealth Partners held 5,264 shares of iShares Russell 1000 Growth ETF worth $561K as of Q1 2026.
  • Strategic Wealth Partners sold 180 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $20.4K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #191 holding.
  • Strategic Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 29 quarters since.
  • Strategic Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $14.4M in Q3 2020.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.