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Blue Investment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Blue Investment 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
Q1 		– Sell
-22,752
Closed -$2.28M – 52
2024
Q4 		$2.28M Buy
22,752
+296
+1% +$29.1K 0.84% 26
2024
Q3 		$2.11M Buy
+22,456
New +$2.04M 0.87% 24

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

Blue Investment Partners's IWF Position: Q1 2025 in Review

Blue Investment Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 22,752 shares — an estimated $2.28M sold.

Blue Investment Partners first reported a position in IWF in Q3 2024 and held it in 2 quarters. The position peaked at $2.28M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Blue Investment Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Investment Partners sold 22,752 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $2.28M.
  • Blue Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and held it in 2 quarters.
  • Blue Investment Partners's iShares Russell 1000 Growth ETF position peaked at $2.28M in Q4 2024.
  • 2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Blue Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.