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

Wealth Management 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	$686K	Hold	5,524	–	–	0.16%	99
2026 Q1	$589K	Hold	5,524	–	–	0.17%	97
2025 Q4	$654K	Sell	5,524 -44	-0.8%	-$5.21K	0.19%	87
2025 Q3	$652K	Sell	5,568 -88	-2%	-$9.8K	0.21%	83
2025 Q2	$601K	Sell	5,656 -44	-0.8%	-$4.21K	0.21%	83
2025 Q1	$515K	Buy	5,700 +316	+6%	+$31.2K	0.24%	78
2024 Q4	$541K	Sell	5,384 -16	-0.3%	-$1.57K	0.23%	75
2024 Q3	$507K	Sell	5,400 -212	-4%	-$19.2K	0.23%	71
2024 Q2	$511K	Buy	5,612 +196	+4%	+$16.7K	0.25%	65
2024 Q1	$456K	Sell	5,416 -592	-10%	-$47.7K	0.23%	73
2023 Q4	$455K	Hold	6,008	–	–	0.25%	70
2023 Q3	$400K	Sell	6,008 -40	-0.7%	-$2.76K	0.25%	76
2023 Q2	$416K	Sell	6,048 -220	-4%	-$14K	0.26%	75
2023 Q1	$383K	Sell	6,268 -1,732	-22%	-$99.8K	0.27%	74
2022 Q4	$336K	Hold	8,000	–	–	0.28%	69
2022 Q3	$338K	Hold	8,000	–	–	0.3%	65
2022 Q2	$350K	Hold	8,000	–	–	0.31%	64
2022 Q1	$445K	Hold	8,000	–	–	0.32%	62
2021 Q4	$566K	Buy	8,000 +608	+8%	+$45.1K	0.39%	57
2021 Q3	$506K	Sell	7,392 -68	-0.9%	-$4.81K	0.37%	58
2021 Q2	$506K	Sell	7,460 -300	-4%	-$19.3K	0.35%	63
2021 Q1	$489K	Sell	7,760 -376	-5%	-$22.9K	0.36%	64
2020 Q4	$507K	Buy	+8,136	New	+$463K	0.4%	57

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealth Management Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,524 shares worth $686K. The position accounts for 0.16% of the portfolio, ranked #99.

Wealth Management Partners first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wealth Management Partners held 5,524 shares of iShares Russell 1000 Growth ETF worth $686K as of Q2 2026.
Wealth Management Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Wealth Management Partners's portfolio in Q2 2026, its #99 holding.
Wealth Management Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.