Avantax Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Avantax Advisory Services’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 Q2	$130M	Buy	1,222,992 +40,640	+3%	+$3.89M	0.71%	16
2025 Q1	$107M	Buy	1,182,352 +128,976	+12%	+$12.7M	0.65%	21
2024 Q4	$106M	Buy	1,053,376 +159,700	+18%	+$15.7M	0.66%	19
2024 Q3	$83.9M	Buy	893,676 +60,152	+7%	+$5.45M	0.55%	24
2024 Q2	$76M	Buy	833,524 +281,188	+51%	+$24M	0.54%	23
2024 Q1	$46.5M	Buy	552,336 +296,004	+115%	+$23.8M	0.41%	27
2023 Q4	$19.4M	Buy	256,332 +28,384	+12%	+$2.01M	0.19%	87
2023 Q3	$15.2M	Buy	227,948 +12,628	+6%	+$872K	0.17%	101
2023 Q2	$14.8M	Buy	215,320 +34,260	+19%	+$2.18M	0.17%	101
2023 Q1	$11.1M	Sell	181,060 -128,280	-41%	-$7.39M	0.14%	128
2022 Q4	$16.6M	Buy	309,340 +145,764	+89%	+$8.02M	0.22%	74
2022 Q3	$8.6M	Buy	163,576 +6,636	+4%	+$390K	0.13%	122
2022 Q2	$8.58M	Buy	156,940 +47,328	+43%	+$2.84M	0.13%	129
2022 Q1	$7.61M	Buy	109,612 +6,372	+6%	+$435K	0.1%	140
2021 Q4	$7.89M	Buy	103,240 +6,528	+7%	+$484K	0.12%	137
2021 Q3	$6.62M	Buy	96,712 +300	+0.3%	+$21.2K	0.11%	141
2021 Q2	$6.55M	Buy	96,412 +1,568	+2%	+$101K	0.12%	138
2021 Q1	$5.77M	Sell	94,844 -8,256	-8%	-$502K	0.12%	133
2020 Q4	$6.21M	Sell	103,100 -197,248	-66%	-$11.2M	0.15%	111
2020 Q3	$16.3M	Buy	300,348 +172,460	+135%	+$9.09M	0.26%	72
2020 Q2	$6.13M	Sell	127,888 -105,700	-45%	-$4.66M	0.18%	93
2020 Q1	$8.8M	Buy	233,588 +130,984	+128%	+$5.64M	0.26%	61
2019 Q4	$4.52M	Buy	102,604 +65,720	+178%	+$2.74M	0.1%	124
2019 Q3	$1.47M	Buy	36,884 +900	+3%	+$36.1K	0.06%	162
2019 Q2	$1.42M	Buy	35,984 +20,836	+138%	+$806K	0.06%	151
2019 Q1	$573K	Buy	15,148 +2,912	+24%	+$105K	0.03%	254
2018 Q4	$401K	Buy	+12,236	New	+$431K	0.07%	255

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Advisory Services's IWF Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q2 2025, buying an estimated $3.89M and bringing the position to 1,222,992 shares worth $130M. The position accounts for 0.71% of the portfolio, ranked #16.

Avantax Advisory Services first reported a position in IWF in Q4 2018 and has held it in 27 quarters since. 2,299 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Avantax Advisory Services held 1,222,992 shares of iShares Russell 1000 Growth ETF worth $130M as of Q2 2025.
Avantax Advisory Services bought 40,640 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $3.89M.
iShares Russell 1000 Growth ETF made up 0.71% of Avantax Advisory Services's portfolio in Q2 2025, its #16 holding.
Avantax Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 27 quarters since.
2,299 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.