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Astoria Portfolio Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Astoria Portfolio 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
2026
Q1 		– Sell
-5,100
Closed -$571K – 308
2025
Q4 		$571K Sell
5,100
-156
-3% -$18.5K 0.13% 120
2025
Q3 		$624K Sell
5,256
-960
-15% -$107K 0.16% 115
2025
Q2 		$680K Buy
6,216
+2,608
+72% +$249K 0.19% 101
2025
Q1 		$315K Buy
3,608
+400
+12% +$39.5K 0.11% 164
2024
Q4 		$317K Buy
3,208
+144
+5% +$14.2K 0.11% 149
2024
Q3 		$291K Buy
3,064
+820
+37% +$74.3K 0.1% 153
2024
Q2 		$204K Buy
+2,244
New +$192K 0.07% 183
2023
Q3 		– Sell
-2,928
Closed -$205K – 182
2023
Q2 		$205K Sell
2,928
-488
-14% -$31K 0.08% 181
2023
Q1 		$208K Buy
+3,416
New +$197K 0.09% 182

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return