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

AllSquare 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	$25.1K	Hold	216	–	–	0.01%	292
2025 Q2	$22.8K	Hold	216	–	–	0.01%	305
2025 Q1	$19.4K	Hold	216	–	–	0.01%	317
2024 Q4	$21.5K	Hold	216	–	–	0.01%	298
2024 Q3	$20.1K	Hold	216	–	–	0.01%	315
2024 Q2	$19.6K	Hold	216	–	–	0.01%	306
2024 Q1	$18.1K	Hold	216	–	–	0.01%	317
2023 Q4	$16.3K	Hold	216	–	–	0.01%	321
2023 Q3	$14.3K	Buy	216 +40	+23%	+$2.76K	0.01%	332
2023 Q2	$11.3K	Hold	176	–	–	0.01%	366
2023 Q1	$10.7K	Hold	176	–	–	0.01%	367
2022 Q4	$9.35K	Hold	176	–	–	0.01%	368
2022 Q3	$9K	Hold	176	–	–	0.01%	370
2022 Q2	$10K	Hold	176	–	–	0.01%	368
2022 Q1	$12K	Hold	176	–	–	0.01%	363
2021 Q4	$13K	Hold	176	–	–	0.01%	363
2021 Q3	$12K	Hold	176	–	–	0.01%	354
2021 Q2	$12K	Hold	176	–	–	0.01%	372
2021 Q1	$11K	Hold	176	–	–	0.01%	371
2020 Q4	$11K	Hold	176	–	–	0.01%	342
2020 Q3	$9K	Hold	176	–	–	0.01%	344
2020 Q2	$8K	Buy	+176	New	+$7.76K	0.01%	357

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

AllSquare Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 216 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #292.

AllSquare Wealth Management first reported a position in IWF in Q2 2020 and has held it in 22 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

AllSquare Wealth Management held 216 shares of iShares Russell 1000 Growth ETF worth $25.1K as of Q3 2025.
AllSquare Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
iShares Russell 1000 Growth ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #292 holding.
AllSquare Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 22 quarters since.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.