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

Summit 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
Q2 		$28.1M Sell
226,306
-650
-0.3% -$78.4K 4% 2
2026
Q1 		$24.2M Buy
226,956
+3,848
+2% +$437K 3.83% 2
2025
Q4 		$26.4M Sell
223,108
-964
-0.4% -$114K 4.88% 2
2025
Q3 		$26.2M Sell
224,072
-172
-0.1% -$19.2K 4.74% 2
2025
Q2 		$23.8M Buy
224,244
+13,556
+6% +$1.3M 4.54% 2
2025
Q1 		$19M Buy
210,688
+1,256
+0.6% +$124K 3.86% 4
2024
Q4 		$21M Sell
209,432
-9,224
-4% -$907K 4.32% 4
2024
Q3 		$20.5M Sell
218,656
-3,612
-2% -$327K 3.95% 4
2024
Q2 		$20.3M Sell
222,268
-14,744
-6% -$1.26M 4.2% 4
2024
Q1 		$20M Sell
237,012
-6,488
-3% -$523K 4.26% 5
2023
Q4 		$18.5M Sell
243,500
-5,716
-2% -$404K 4.28% 4
2023
Q3 		$16.6M Sell
249,216
-1,096
-0.4% -$75.7K 4.23% 6
2023
Q2 		$17.2M Sell
250,312
-9,144
-4% -$581K 4.32% 6
2023
Q1 		$15.8M Buy
259,456
+5,836
+2% +$336K 4.07% 7
2022
Q4 		$13.6M Sell
253,620
-14,144
-5% -$778K 3.6% 7
2022
Q3 		$14.1M Sell
267,764
-15,584
-5% -$916K 3.97% 7
2022
Q2 		$15.5M Sell
283,348
-25,348
-8% -$1.52M 4.15% 7
2022
Q1 		$21.4M Sell
308,696
-2,996
-1% -$205K 4.85% 5
2021
Q4 		$23.8M Buy
311,692
+3,176
+1% +$235K 5.11% 5
2021
Q3 		$21.1M Buy
308,516
+4,252
+1% +$301K 4.99% 5
2021
Q2 		$20.7M Buy
304,264
+6,952
+2% +$448K 4.93% 5
2021
Q1 		$18.1M Buy
297,312
+13,260
+5% +$807K 4.63% 5
2020
Q4 		$17.1M Buy
284,052
+19,348
+7% +$1.1M 4.66% 5
2020
Q3 		$14.4M Buy
264,704
+11,720
+5% +$617K 4.31% 5
2020
Q2 		$12.1M Buy
252,984
+256
+0.1% +$11.3K 3.92% 6
2020
Q1 		$9.52M Sell
252,728
-3,204
-1% -$138K 3.87% 7
2019
Q4 		$11.3M Buy
+255,932
New +$10.7M 3.89% 8

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Summit Wealth Partners's IWF Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.29% in Q2 2026, selling an estimated $78.4K and leaving 226,306 shares worth $28.1M. The position accounts for 4% of the portfolio, ranked #2.

Summit Wealth Partners first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 1,456 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Summit Wealth Partners held 226,306 shares of iShares Russell 1000 Growth ETF worth $28.1M as of Q2 2026.
  • Summit Wealth Partners sold 650 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $78.4K.
  • iShares Russell 1000 Growth ETF made up 4% of Summit Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Summit Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,456 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.