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

Wedgewood 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 		$223K Sell
2,096
-45,980
-96% -$5.22M 0.05% 22
2025
Q4 		$5.69M Buy
+48,076
New +$5.69M 1.06% 21
2025
Q2 		– Sell
-30,352
Closed -$3.03M – 20
2025
Q1 		$3.03M Buy
30,352
+14,856
+96% +$1.47M 0.61% 20
2024
Q4 		$1.56M Buy
+15,496
New +$1.52M 0.31% 19
2023
Q4 		– Sell
-5,356
Closed -$356K – 21
2023
Q3 		$356K Buy
+5,356
New +$370K 0.09% 20

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wedgewood Partners's IWF Position: Q1 2026 in Review

Wedgewood Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 96% in Q1 2026, selling an estimated $5.22M and leaving 2,096 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #22.

Wedgewood Partners first reported a position in IWF in Q3 2023 and has held it in 5 quarters since. The position peaked at $5.69M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Wedgewood Partners held 2,096 shares of iShares Russell 1000 Growth ETF worth $223K as of Q1 2026.
  • Wedgewood Partners sold 45,980 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.22M.
  • iShares Russell 1000 Growth ETF made up 0.05% of Wedgewood Partners's portfolio in Q1 2026, its #22 holding.
  • Wedgewood Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • Wedgewood Partners's iShares Russell 1000 Growth ETF position peaked at $5.69M in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Wedgewood Partners's 13F filing for Q1 2026, filed 15 May 2026.