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

Adero 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
2025
Q1 		$1.29M Buy
14,272
+2,536
+22% +$250K 0.08% 76
2024
Q4 		$1.18M Hold
11,736
– – 0.08% 78
2024
Q3 		$1.1M Hold
11,736
– – 0.07% 76
2024
Q2 		$1.07M Buy
11,736
+136
+1% +$11.6K 0.08% 74
2024
Q1 		$977K Sell
11,600
-880
-7% -$70.9K 0.07% 80
2023
Q4 		$946K Buy
12,480
+880
+8% +$62.2K 0.08% 78
2023
Q3 		$771K Hold
11,600
– – 0.07% 83
2023
Q2 		$798K Hold
11,600
– – 0.08% 80
2023
Q1 		$709K Hold
11,600
– – 0.08% 84
2022
Q4 		$621K Sell
11,600
-44
-0.4% -$2.42K 0.07% 88
2022
Q3 		$642K Hold
11,644
– – 0.08% 81
2022
Q2 		$646K Buy
11,644
+124
+1% +$7.44K 0.09% 79
2022
Q1 		$800K Hold
11,520
– – 0.12% 75
2021
Q4 		$880K Hold
11,520
– – 0.14% 70
2021
Q3 		$789K Hold
11,520
– – 0.14% 68
2021
Q2 		$782K Buy
11,520
+152
+1% +$9.8K 0.18% 61
2021
Q1 		$691K Hold
11,368
– – 0.31% 53
2020
Q4 		$685K Hold
11,368
– – 0.59% 34
2020
Q3 		$616K Hold
11,368
– – 0.49% 34
2020
Q2 		$546K Hold
11,368
– – 0.57% 33
2020
Q1 		$428K Sell
11,368
-1,000
-8% -$43.1K 0.71% 35
2019
Q4 		$544K Buy
+12,368
New +$516K 0.61% 39

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Adero Partners's IWF Position: Q1 2025 in Review

Adero Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 22% in Q1 2025, buying an estimated $250K and bringing the position to 14,272 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #76.

Adero Partners first reported a position in IWF in Q4 2019 and has held it in 22 quarters since. 2,213 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Adero Partners held 14,272 shares of iShares Russell 1000 Growth ETF worth $1.29M as of Q1 2025.
  • Adero Partners bought 2,536 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $250K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Adero Partners's portfolio in Q1 2025, its #76 holding.
  • Adero Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,213 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.