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Bison Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bison Wealth’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
2024
Q4 		$9.19M Buy
91,588
+15,552
+20% +$1.53M 2.03% 12
2024
Q3 		$7.14M Buy
76,036
+21,280
+39% +$1.93M 1.14% 17
2024
Q2 		$4.61M Hold
54,756
– – 0.75% 26
2024
Q1 		$4.61M Buy
54,756
+668
+1% +$53.8K 0.75% 26
2023
Q4 		$4.1M Buy
54,088
+20,948
+63% +$1.48M 0.73% 26
2023
Q3 		$2.2M Buy
33,140
+29,448
+798% +$2.03M 0.43% 56
2023
Q2 		$254K Buy
+3,692
New +$235K 0.05% 319
2022
Q3 		– Sell
-1,552
Closed -$85K – 288
2022
Q2 		$85K Sell
1,552
-2,952
-66% -$177K 0.05% 212
2022
Q1 		$313K Buy
4,504
+1,800
+67% +$123K 0.16% 155
2021
Q4 		$207K Sell
2,704
-7,268
-73% -$539K 0.12% 177
2021
Q3 		$683K Sell
9,972
-11,388
-53% -$806K 0.31% 75
2021
Q2 		$1.45M Sell
21,360
-3,264
-13% -$210K 0.63% 33
2021
Q1 		$1.5M Buy
24,624
+5,832
+31% +$355K 0.64% 36
2020
Q4 		$1.13M Sell
18,792
-988
-5% -$56.2K 0.53% 45
2020
Q3 		$1.07M Sell
19,780
-996
-5% -$52.5K 0.63% 38
2020
Q2 		$997K Sell
20,776
-7,188
-26% -$317K 0.63% 38
2020
Q1 		$1.05M Sell
27,964
-1,604
-5% -$69.1K 0.76% 35
2019
Q4 		$1.3M Buy
+29,568
New +$1.23M 0.62% 45
2015
Q3 		– Sell
-9,252
Closed -$228K – 242
2015
Q2 		$228K Buy
9,252
+1,104
+14% +$27.8K 0.13% 196
2015
Q1 		$202K Buy
+8,148
New +$199K 0.12% 214

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bison Wealth's IWF Position: Q4 2024 in Review

Bison Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 20% in Q4 2024, buying an estimated $1.53M and bringing the position to 91,588 shares worth $9.19M. The position accounts for 2.03% of the portfolio, ranked #12.

Bison Wealth first reported a position in IWF in Q1 2015 and has held it in 20 quarters since. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Bison Wealth held 91,588 shares of iShares Russell 1000 Growth ETF worth $9.19M as of Q4 2024.
  • Bison Wealth bought 15,552 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $1.53M.
  • iShares Russell 1000 Growth ETF made up 2.03% of Bison Wealth's portfolio in Q4 2024, its #12 holding.
  • Bison Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 20 quarters since.
  • 2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.