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

Aveo Capital 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 Q2	–	Sell	-3,704	Closed	-$345K	–	84
2025 Q1	$345K	Sell	3,704 -1,672	-31%	-$165K	0.06%	133
2024 Q4	$540K	Sell	5,376 -1,144	-18%	-$113K	0.06%	195
2024 Q3	$612K	Hold	6,520	–	–	0.07%	176
2024 Q2	$594K	Hold	6,520	–	–	0.07%	170
2024 Q1	$540K	Buy	6,520 +3,768	+137%	+$304K	0.06%	206
2023 Q4	$209K	Buy	+2,752	New	+$195K	0.03%	325
2022 Q1	–	Sell	-2,748	Closed	-$210K	–	284
2021 Q4	$210K	Buy	+2,748	New	+$204K	0.04%	266
2020 Q4	–	Sell	-22,532	Closed	-$1.22M	–	119
2020 Q3	$1.22M	Buy	+22,532	New	+$1.19M	0.44%	50
2020 Q1	–	Sell	-19,568	Closed	-$861K	–	175
2019 Q4	$861K	Buy	19,568 +12,368	+172%	+$516K	0.34%	74
2019 Q3	$298K	Buy	+7,200	New	+$289K	0.12%	133
2017 Q4	–	Sell	-63,924	Closed	-$2M	–	149
2017 Q3	$2M	Buy	63,924 +56,656	+780%	+$1.73M	0.69%	19
2017 Q2	$216K	Buy	+7,268	New	+$213K	0.08%	115
2017 Q1	–	Sell	-38,860	Closed	-$1.02M	–	175
2016 Q4	$1.02M	Buy	+38,860	New	+$1.01M	0.29%	63

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Aveo Capital Partners's IWF Position: Q2 2025 in Review

Aveo Capital Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 3,704 shares — an estimated $345K sold.

Aveo Capital Partners first reported a position in IWF in Q4 2016 and held it in 13 quarters. The position peaked at $2M in Q3 2017. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Aveo Capital Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 3,704 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $345K.
Aveo Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and held it in 13 quarters.
Aveo Capital Partners's iShares Russell 1000 Growth ETF position peaked at $2M in Q3 2017.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.