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

Verum 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	$4.5M	Sell	42,192 -2,040	-5%	-$232K	0.85%	27
2025 Q4	$5.23M	Sell	44,232 -20	-0%	-$2.37K	1.06%	20
2025 Q3	$5.18M	Sell	44,252 -356	-0.8%	-$39.6K	1.1%	21
2025 Q2	$4.73M	Sell	44,608 -588	-1%	-$56.2K	1.09%	22
2025 Q1	$4.08M	Sell	45,196 -732	-2%	-$72.2K	1.1%	19
2024 Q4	$4.61M	Sell	45,928 -132	-0.3%	-$13K	1.33%	15
2024 Q3	$4.32M	Sell	46,060 -6,524	-12%	-$591K	1.27%	17
2024 Q2	$4.79M	Sell	52,584 -1,488	-3%	-$127K	1.55%	15
2024 Q1	$4.56M	Sell	54,072 -4,880	-8%	-$393K	1.62%	15
2023 Q4	$4.47M	Sell	58,952 -4,120	-7%	-$291K	1.77%	15
2023 Q3	$4.19M	Buy	+63,072	New	+$4.36M	1.87%	13

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

Verum Partners's IWF Position: Q1 2026 in Review

Verum Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q1 2026, selling an estimated $232K and leaving 42,192 shares worth $4.5M. The position accounts for 0.85% of the portfolio, ranked #27.

Verum Partners first reported a position in IWF in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.23M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Verum Partners held 42,192 shares of iShares Russell 1000 Growth ETF worth $4.5M as of Q1 2026.
Verum Partners sold 2,040 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $232K.
iShares Russell 1000 Growth ETF made up 0.85% of Verum Partners's portfolio in Q1 2026, its #27 holding.
Verum Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Verum Partners's iShares Russell 1000 Growth ETF position peaked at $5.23M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.