BTWM
IWF icon

Brass Tax Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brass Tax Wealth 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
Q3 		$288K Buy
2,456
+296
+14% +$33K 0.05% 187
2025
Q2 		$229K Buy
+2,160
New +$207K 0.04% 205
2025
Q1 		– Sell
-8,568
Closed -$860K – 219
2024
Q4 		$860K Buy
+8,568
New +$843K 0.18% 59

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Brass Tax Wealth Management's IWF Position: Q3 2025 in Review

Brass Tax Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q3 2025, buying an estimated $33K and bringing the position to 2,456 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #187.

Brass Tax Wealth Management first reported a position in IWF in Q4 2024 and has held it in 3 quarters since. The position peaked at $860K in Q4 2024. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Brass Tax Wealth Management held 2,456 shares of iShares Russell 1000 Growth ETF worth $288K as of Q3 2025.
  • Brass Tax Wealth Management bought 296 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $33K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #187 holding.
  • Brass Tax Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Brass Tax Wealth Management's iShares Russell 1000 Growth ETF position peaked at $860K in Q4 2024.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.