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

Accredited Wealth Management’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
Q3 		$67.5K Sell
280
-256
-48% -$28.5K 0.05% 124
2025
Q2 		$56.9K Hold
536
– – 0.05% 130
2025
Q1 		$48.4K Sell
536
-180
-25% -$17.8K 0.04% 125
2024
Q4 		$71.9K Buy
+716
New +$70.4K 0.06% 118

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Accredited Wealth Management's IWF Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 48% in Q3 2025, selling an estimated $28.5K and leaving 280 shares worth $67.5K. The position accounts for 0.05% of the portfolio, ranked #124.

Accredited Wealth Management first reported a position in IWF in Q4 2024 and has held it in 4 quarters since. The position peaked at $71.9K in Q4 2024. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Accredited Wealth Management held 280 shares of iShares Russell 1000 Growth ETF worth $67.5K as of Q3 2025.
  • Accredited Wealth Management sold 256 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $28.5K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #124 holding.
  • Accredited Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's iShares Russell 1000 Growth ETF position peaked at $71.9K in Q4 2024.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.