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

Stratos 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 		$14.6M Sell
136,732
-4,400
-3% -$499K 0.17% 128
2025
Q4 		$16.7M Buy
141,132
+4,440
+3% +$526K 0.19% 104
2025
Q3 		$16M Sell
136,692
-13,140
-9% -$1.46M 0.19% 106
2025
Q2 		$15.9M Sell
149,832
-12,048
-7% -$1.15M 0.21% 98
2025
Q1 		$14.6M Buy
161,880
+16,228
+11% +$1.6M 0.22% 98
2024
Q4 		$14.6M Sell
145,652
-6,708
-4% -$660K 0.21% 98
2024
Q3 		$14.3M Buy
152,360
+7,672
+5% +$696K 0.21% 99
2024
Q2 		$13.2M Sell
144,688
-4,968
-3% -$424K 0.21% 97
2024
Q1 		$12.6M Sell
149,656
-2,300
-2% -$185K 0.21% 107
2023
Q4 		$11.5M Sell
151,956
-5,064
-3% -$358K 0.21% 101
2023
Q3 		$10.4M Buy
157,020
+12,156
+8% +$839K 0.22% 94
2023
Q2 		$9.97M Sell
144,864
-296
-0.2% -$18.8K 0.23% 95
2023
Q1 		$8.87M Sell
145,160
-7,836
-5% -$451K 0.24% 92
2022
Q4 		$8.19M Sell
152,996
-20,200
-12% -$1.11M 0.21% 103
2022
Q3 		$9.11M Buy
173,196
+20,676
+14% +$1.22M 0.25% 83
2022
Q2 		$8.34M Sell
152,520
-169,144
-53% -$10.2M 0.21% 100
2022
Q1 		$22.3M Buy
321,664
+8,860
+3% +$605K 0.5% 36
2021
Q4 		$23.9M Buy
312,804
+4,952
+2% +$367K 0.53% 33
2021
Q3 		$21.1M Buy
307,852
+4,908
+2% +$347K 0.54% 30
2021
Q2 		$20.6M Buy
302,944
+11,468
+4% +$739K 0.51% 31
2021
Q1 		$17.7M Sell
291,476
-45,580
-14% -$2.77M 0.49% 34
2020
Q4 		$20.3M Sell
337,056
-15,196
-4% -$865K 0.6% 25
2020
Q3 		$19.1M Sell
352,252
-27,504
-7% -$1.45M 0.63% 24
2020
Q2 		$18.2M Sell
379,756
-19,052
-5% -$840K 0.65% 22
2020
Q1 		$15M Sell
398,808
-1,244
-0.3% -$53.6K 0.69% 23
2019
Q4 		$17.6M Buy
400,052
+15,776
+4% +$659K 0.69% 22
2019
Q3 		$15.3M Sell
384,276
-4,860
-1% -$195K 0.66% 23
2019
Q2 		$15.3M Sell
389,136
-10,104
-3% -$391K 0.66% 22
2019
Q1 		$15.1M Sell
399,240
-61,728
-13% -$2.22M 0.68% 20
2018
Q4 		$15.1M Sell
460,968
-301,036
-40% -$10.6M 0.78% 19
2018
Q3 		$29.7M Buy
762,004
+28,608
+4% +$1.08M 1.33% 9
2018
Q2 		$26.4M Buy
733,396
+23,156
+3% +$817K 1.18% 10
2018
Q1 		$24.2M Sell
710,240
-12,760
-2% -$447K 1.02% 12
2017
Q4 		$24.3M Sell
723,000
-5,140
-0.7% -$168K 1.09% 12
2017
Q3 		$22.8M Buy
728,140
+36,836
+5% +$1.13M 1.07% 14
2017
Q2 		$20.6M Buy
691,304
+40,820
+6% +$1.2M 1.06% 13
2017
Q1 		$18.5M Buy
650,484
+33,716
+5% +$935K 1.05% 17
2016
Q4 		$16.2M Buy
616,768
+55,640
+10% +$1.44M 1.01% 19
2016
Q3 		$14.6M Buy
561,128
+62,776
+13% +$1.63M 0.99% 22
2016
Q2 		$12.5M Buy
498,352
+179,100
+56% +$4.47M 0.93% 25
2016
Q1 		$7.96M Buy
319,252
+61,532
+24% +$1.45M 0.68% 33
2015
Q4 		$6.41M Buy
257,720
+11,124
+5% +$278K 0.53% 37
2015
Q3 		$5.73M Sell
246,596
-8,792
-3% -$216K 0.72% 24
2015
Q2 		$6.32M Buy
255,388
+28,516
+13% +$717K 0.81% 20
2015
Q1 		$5.61M Buy
226,872
+42,560
+23% +$1.04M 0.67% 27
2014
Q4 		$4.41M Buy
+184,312
New +$4.31M 0.79% 21

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

Stratos Wealth Partners's IWF Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q1 2026, selling an estimated $499K and leaving 136,732 shares worth $14.6M. The position accounts for 0.17% of the portfolio, ranked #128.

Stratos Wealth Partners first reported a position in IWF in Q4 2014 and has held it in 46 quarters since. The position peaked at $29.7M in Q3 2018. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Stratos Wealth Partners held 136,732 shares of iShares Russell 1000 Growth ETF worth $14.6M as of Q1 2026.
  • Stratos Wealth Partners sold 4,400 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $499K.
  • iShares Russell 1000 Growth ETF made up 0.17% of Stratos Wealth Partners's portfolio in Q1 2026, its #128 holding.
  • Stratos Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $29.7M in Q3 2018.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.