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

Triad 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	$709K	Sell	6,648 -112	-2%	-$12.7K	0.06%	218
2025 Q4	$800K	Buy	6,760 +2,200	+48%	+$261K	0.08%	184
2025 Q3	$534K	Sell	4,560 -204	-4%	-$22.7K	0.07%	196
2025 Q2	$506K	Buy	4,764 +596	+14%	+$57K	0.1%	149
2025 Q1	$376K	Sell	4,168 -40	-1%	-$3.95K	0.12%	132
2024 Q4	$423K	Buy	+4,208	New	+$414K	0.15%	104
2024 Q3	–	Sell	-68	Closed	-$6.2K	–	471
2024 Q2	$6.2K	Buy	+68	New	+$5.81K	﹤0.01%	524

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Triad Wealth Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q1 2026, selling an estimated $12.7K and leaving 6,648 shares worth $709K. The position accounts for 0.06% of the portfolio, ranked #218.

Triad Wealth Partners first reported a position in IWF in Q2 2024 and has held it in 7 quarters since. The position peaked at $800K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Triad Wealth Partners held 6,648 shares of iShares Russell 1000 Growth ETF worth $709K as of Q1 2026.
Triad Wealth Partners sold 112 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $12.7K.
iShares Russell 1000 Growth ETF made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #218 holding.
Triad Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $800K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.