Ackerman Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ackerman Capital Advisors’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	-1,748	Closed	-$205K	–	124
2025 Q3	$205K	Sell	1,748 -8,692	-83%	-$968K	0.04%	107
2025 Q2	$1.11M	Hold	10,440	–	–	0.26%	50
2025 Q1	$942K	Hold	10,440	–	–	0.25%	49
2024 Q4	$1.05M	Hold	10,440	–	–	0.27%	44
2024 Q3	$980K	Hold	10,440	–	–	0.25%	45
2024 Q2	$951K	Hold	10,440	–	–	0.25%	48
2024 Q1	$880K	Hold	10,440	–	–	0.24%	55
2023 Q4	$791K	Hold	10,440	–	–	0.22%	58
2023 Q3	$694K	Hold	10,440	–	–	0.19%	55
2023 Q2	$718K	Hold	10,440	–	–	0.19%	57
2023 Q1	$638K	Hold	10,440	–	–	0.17%	60
2022 Q4	$559K	Sell	10,440 -556	-5%	-$30.6K	0.15%	63
2022 Q3	$578K	Sell	10,996 -2,520	-19%	-$148K	0.16%	57
2022 Q2	$739K	Hold	13,516	–	–	0.2%	52
2022 Q1	$938K	Hold	13,516	–	–	0.22%	50
2021 Q4	$1.03M	Hold	13,516	–	–	0.24%	48
2021 Q3	$926K	Buy	+13,516	New	+$956K	0.21%	44
2021 Q2	–	Sell	-20,316	Closed	-$1.23M	–	127
2021 Q1	$1.23M	Hold	20,316	–	–	0.3%	37
2020 Q4	$1.23M	Buy	+20,316	New	+$1.16M	0.31%	33
2020 Q1	–	Sell	-18,540	Closed	-$815K	–	137
2019 Q4	$815K	Hold	18,540	–	–	0.24%	51
2019 Q3	$740K	Buy	+18,540	New	+$743K	0.26%	55

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ackerman Capital Advisors's IWF Position: Q4 2025 in Review

Ackerman Capital Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 1,748 shares — an estimated $205K sold.

Ackerman Capital Advisors first reported a position in IWF in Q3 2019 and held it in 21 quarters. The position peaked at $1.23M in Q1 2021. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Ackerman Capital Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Ackerman Capital Advisors sold 1,748 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $205K.
Ackerman Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and held it in 21 quarters.
Ackerman Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $1.23M in Q1 2021.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Ackerman Capital Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.