Blue Zone Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Blue Zone Wealth 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 Q2	–	Sell	-3,364	Closed	-$304K	–	112
2025 Q1	$304K	Hold	3,364	–	–	0.08%	87
2024 Q4	$338K	Sell	3,364 -192	-5%	-$18.9K	0.1%	83
2024 Q3	$334K	Buy	+3,556	New	+$322K	0.1%	79
2022 Q2	–	Sell	-6,520	Closed	-$453K	–	96
2022 Q1	$453K	Buy	+6,520	New	+$445K	0.17%	69
2021 Q1	–	Sell	-11,612	Closed	-$700K	–	84
2020 Q4	$700K	Hold	11,612	–	–	0.34%	50
2020 Q3	$630K	Hold	11,612	–	–	0.36%	48
2020 Q2	$557K	Hold	11,612	–	–	0.31%	44
2020 Q1	$437K	Buy	+11,612	New	+$500K	0.41%	28

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

Blue Zone Wealth Advisors's IWF Position: Q2 2025 in Review

Blue Zone Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 3,364 shares — an estimated $304K sold.

Blue Zone Wealth Advisors first reported a position in IWF in Q1 2020 and held it in 8 quarters. The position peaked at $700K in Q4 2020. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Blue Zone Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Blue Zone Wealth Advisors sold 3,364 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $304K.
Blue Zone Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and held it in 8 quarters.
Blue Zone Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $700K in Q4 2020.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.