BluePointe Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BluePointe Capital Management’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	$18.7M	Buy	207,284 +102,268	+97%	+$10.1M	7.13%	2
2024 Q4	$10.5M	Buy	105,016 +13,036	+14%	+$1.28M	6.03%	3
2024 Q3	$8.63M	Buy	91,980 +5,304	+6%	+$481K	5.59%	3
2024 Q2	$7.9M	Buy	86,676 +6,440	+8%	+$550K	5.3%	3
2024 Q1	$6.76M	Buy	80,236 +4,872	+6%	+$393K	4.64%	4
2023 Q4	$5.71M	Buy	+75,364	New	+$5.33M	4.34%	4

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BluePointe Capital Management's IWF Position: Q1 2025 in Review

BluePointe Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 97% in Q1 2025, buying an estimated $10.1M and bringing the position to 207,284 shares worth $18.7M. The position accounts for 7.13% of the portfolio, ranked #2.

BluePointe Capital Management first reported a position in IWF in Q4 2023 and has held it in 6 quarters since. 2,218 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

BluePointe Capital Management held 207,284 shares of iShares Russell 1000 Growth ETF worth $18.7M as of Q1 2025.
BluePointe Capital Management bought 102,268 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $10.1M.
iShares Russell 1000 Growth ETF made up 7.13% of BluePointe Capital Management's portfolio in Q1 2025, its #2 holding.
BluePointe Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 6 quarters since.
2,218 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.