Bank Julius Baer & Co
IWF icon

Bank Julius Baer & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-3,680
Closed -$431K – 677
2025
Q3 		$431K Buy
+3,680
New +$410K ﹤0.01% 429
2024
Q1 		– Sell
-9,820
Closed -$744K – 550
2023
Q4 		$744K Sell
9,820
-1,028
-9% -$72.7K ﹤0.01% 299
2023
Q3 		$721K Buy
10,848
+396
+4% +$27.3K ﹤0.01% 286
2023
Q2 		$719K Sell
10,452
-1,316
-11% -$83.7K ﹤0.01% 300
2023
Q1 		$719K Sell
11,768
-1,848
-14% -$106K ﹤0.01% 306
2022
Q4 		$729K Sell
13,616
-268
-2% -$14.7K 0.01% 306
2022
Q3 		$730K Buy
13,884
+1,056
+8% +$62.1K 0.01% 295
2022
Q2 		$701K Buy
12,828
+3,088
+32% +$185K ﹤0.01% 312
2022
Q1 		$676K Buy
9,740
+180
+2% +$12.3K ﹤0.01% 320
2021
Q4 		$730K Sell
9,560
-780
-8% -$57.8K ﹤0.01% 385
2021
Q3 		$708K Buy
10,340
+1,028
+11% +$72.7K ﹤0.01% 378
2021
Q2 		$632K Buy
9,312
+44
+0.5% +$2.84K ﹤0.01% 415
2021
Q1 		$563K Sell
9,268
-72
-0.8% -$4.38K ﹤0.01% 428
2020
Q4 		$563K Sell
9,340
-400
-4% -$22.8K ﹤0.01% 432
2020
Q3 		$555K Hold
9,740
– – 0.01% 376
2020
Q2 		$467K Buy
+9,740
New +$429K 0.01% 368

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co's IWF Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 3,680 shares — an estimated $431K sold.

Bank Julius Baer & Co first reported a position in IWF in Q2 2020 and held it in 16 quarters. The position peaked at $744K in Q4 2023. 2,525 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,680 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $431K.
  • Bank Julius Baer & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 16 quarters.
  • Bank Julius Baer & Co's iShares Russell 1000 Growth ETF position peaked at $744K in Q4 2023.
  • 2,525 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.