AFPL
IWF icon

Advus Financial Partners, LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Advus Financial Partners, LLC’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 		$1.62M Buy
13,009
+1
+0% +$121 0.37% 56
2026
Q1 		$1.39M Sell
13,008
-608
-4% -$69K 0.35% 57
2025
Q4 		$1.61M Buy
13,616
+11,244
+474% +$1.33M 0.39% 51
2025
Q3 		$278K Sell
2,372
-128
-5% -$14.3K 0.07% 209
2025
Q2 		$265K Sell
2,500
-112
-4% -$10.7K 0.07% 210
2025
Q1 		$236K Hold
2,612
– – 0.07% 213
2024
Q4 		$262K Buy
2,612
+4
+0.2% +$393 0.07% 189
2024
Q3 		$245K Buy
2,608
+128
+5% +$11.6K 0.07% 192
2024
Q2 		$226K Sell
2,480
-8
-0.3% -$683 0.07% 190
2024
Q1 		$210K Sell
2,488
-328
-12% -$26.4K 0.06% 194
2023
Q4 		$213K Buy
+2,816
New +$199K 0.07% 171
2022
Q3 		– Sell
-4,312
Closed -$236K – 137
2022
Q2 		$236K Sell
4,312
-14,124
-77% -$848K 0.12% 110
2022
Q1 		$1.28M Buy
+18,436
New +$1.26M 0.65% 29
2021
Q3 		$2.48M Buy
+32,440
New +$2.29M 1.37% 19

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

Advus Financial Partners, LLC's IWF Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, buying an estimated $121 and bringing the position to 13,009 shares worth $1.62M. The position accounts for 0.37% of the portfolio, ranked #56.

Advus Financial Partners, LLC first reported a position in IWF in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.48M in Q3 2021. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Advus Financial Partners, LLC held 13,009 shares of iShares Russell 1000 Growth ETF worth $1.62M as of Q2 2026.
  • Advus Financial Partners, LLC bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.37% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #56 holding.
  • Advus Financial Partners, LLC first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 14 quarters since.
  • Advus Financial Partners, LLC's iShares Russell 1000 Growth ETF position peaked at $2.48M in Q3 2021.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.