Access Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Access Financial Services’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
2025 Q4	–	Sell	-2,528	Closed	-$296K	–	105
2025 Q3	$296K	Hold	2,528	–	–	0.11%	93
2025 Q2	$268K	Buy	+2,528	New	+$242K	0.1%	97

Other funds holding IWF

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Access Financial Services's IWF Position: Q4 2025 in Review

Access Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 2,528 shares — an estimated $296K sold.

Access Financial Services first reported a position in IWF in Q2 2025 and held it in 2 quarters. The position peaked at $296K in Q3 2025. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Access Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Access Financial Services sold 2,528 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $296K.
Access Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and held it in 2 quarters.
Access Financial Services's iShares Russell 1000 Growth ETF position peaked at $296K in Q3 2025.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Access Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.