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

Ullmann Wealth Partners Group’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 		$37.9M Buy
304,842
+1,918
+0.6% +$231K 3.44% 9
2026
Q1 		$32.3M Sell
302,924
-1,076
-0.4% -$122K 3.35% 9
2025
Q4 		$36.9M Sell
304,000
-2,636
-0.9% -$312K 3.84% 6
2025
Q3 		$35.9M Sell
306,636
-60
-0% -$6.68K 3.92% 6
2025
Q2 		$32.6M Sell
306,696
-824
-0.3% -$78.8K 3.85% 7
2025
Q1 		$27.8M Sell
307,520
-784
-0.3% -$77.3K 3.69% 8
2024
Q4 		$31M Sell
308,304
-2,600
-0.8% -$256K 3.99% 8
2024
Q3 		$29.2M Buy
310,904
+3,092
+1% +$280K 3.77% 8
2024
Q2 		$28.1M Sell
307,812
-372
-0.1% -$31.8K 4% 8
2024
Q1 		$26M Buy
308,184
+64
+0% +$5.16K 3.86% 8
2023
Q4 		$23.4M Sell
308,120
-3,424
-1% -$242K 3.81% 9
2023
Q3 		$20.7M Hold
311,544
– – 3.87% 9
2023
Q2 		$21.4M Sell
311,544
-112
-0% -$7.12K 4.3% 7
2023
Q1 		$19M Sell
311,656
-544
-0.2% -$31.3K 4.33% 9
2022
Q4 		$16.7M Buy
312,200
+52
+0% +$2.86K 4.11% 9
2022
Q3 		$16.4M Sell
312,148
-3,960
-1% -$233K 4.53% 9
2022
Q2 		$17.3M Sell
316,108
-296
-0.1% -$17.8K 4.68% 8
2022
Q1 		$22M Sell
316,404
-2,916
-0.9% -$199K 5.61% 5
2021
Q4 		$24.4M Sell
319,320
-17,772
-5% -$1.32M 6.52% 4
2021
Q3 		$23.1M Buy
337,092
+2,348
+0.7% +$166K 9.12% 2
2021
Q2 		$22.7M Sell
334,744
-5,308
-2% -$342K 9.36% 2
2021
Q1 		$20.7M Sell
340,052
-9,160
-3% -$558K 9.2% 2
2020
Q4 		$21.1M Sell
349,212
-10,572
-3% -$602K 10.54% 2
2020
Q3 		$19.5M Sell
359,784
-3,508
-1% -$185K 11.18% 2
2020
Q2 		$17.4M Sell
363,292
-5,212
-1% -$230K 10.73% 2
2020
Q1 		$13.9M Sell
368,504
-1,336
-0.4% -$57.6K 10.41% 3
2019
Q4 		$16.3M Sell
369,840
-35,244
-9% -$1.47M 9.86% 3
2019
Q3 		$16.2M Sell
405,084
-3,904
-1% -$157K 9.95% 3
2019
Q2 		$16.1M Sell
408,988
-13,876
-3% -$537K 10.05% 3
2019
Q1 		$16M Buy
422,864
+972
+0.2% +$34.9K 10.29% 3
2018
Q4 		$13.8M Sell
421,892
-31,628
-7% -$1.11M 10.2% 3
2018
Q3 		$17.7M Sell
453,520
-6,288
-1% -$238K 11.77% 2
2018
Q2 		$16.5M Sell
459,808
-10,672
-2% -$377K 11.44% 2
2018
Q1 		$15.6M Sell
470,480
-38,940
-8% -$1.37M 11.04% 3
2017
Q4 		$17.2M Sell
509,420
-165,036
-24% -$5.41M 11.78% 2
2017
Q3 		$17.6M Buy
674,456
+104,800
+18% +$3.21M 17.57% 1
2017
Q2 		$16.9M Buy
569,656
+47,060
+9% +$1.38M 12.18% 2
2017
Q1 		$14.9M Sell
522,596
-105,208
-17% -$2.92M 12.31% 2
2016
Q4 		$17.1M Buy
+627,804
New +$16.3M 16.25% 1

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ullmann Wealth Partners Group's IWF Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.63% in Q2 2026, buying an estimated $231K and bringing the position to 304,842 shares worth $37.9M. The position accounts for 3.44% of the portfolio, ranked #9.

Ullmann Wealth Partners Group first reported a position in IWF in Q4 2016 and has held it in 39 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Ullmann Wealth Partners Group held 304,842 shares of iShares Russell 1000 Growth ETF worth $37.9M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 1,918 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $231K.
  • iShares Russell 1000 Growth ETF made up 3.44% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #9 holding.
  • Ullmann Wealth Partners Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.