B.O.S.S. Retirement Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

B.O.S.S. Retirement 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
2025 Q1	–	Sell	-7,476	Closed	-$751K	–	183
2024 Q4	$751K	Buy	+7,476	New	+$735K	0.21%	96
2024 Q1	–	Sell	-4,688	Closed	-$355K	–	183
2023 Q4	$355K	Buy	+4,688	New	+$332K	0.07%	197
2023 Q3	–	Sell	-4,688	Closed	-$323K	–	242
2023 Q2	$323K	Buy	4,688 +1,328	+40%	+$84.4K	0.07%	195
2023 Q1	$205K	Buy	+3,360	New	+$194K	0.05%	223

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IWF Position: Q1 2025 in Review

B.O.S.S. Retirement Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 7,476 shares — an estimated $751K sold.

B.O.S.S. Retirement Advisors first reported a position in IWF in Q1 2023 and held it in 4 quarters. The position peaked at $751K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

B.O.S.S. Retirement Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 7,476 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $751K.
B.O.S.S. Retirement Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 4 quarters.
B.O.S.S. Retirement Advisors's iShares Russell 1000 Growth ETF position peaked at $751K in Q4 2024.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.