Briaud Financial Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Briaud Financial Planning’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	-908	Closed	-$91K	–	211
2024 Q4	$91K	Buy	+908	New	+$89.3K	0.04%	53

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

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

Briaud Financial Planning's IWF Position: Q1 2025 in Review

Briaud Financial Planning sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 908 shares — an estimated $91K sold.

Briaud Financial Planning first reported a position in IWF in Q4 2024 and held it in 1 quarter. The position peaked at $91K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Briaud Financial Planning reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Briaud Financial Planning sold 908 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $91K.
Briaud Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 1 quarter.
Briaud Financial Planning's iShares Russell 1000 Growth ETF position peaked at $91K in Q4 2024.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Briaud Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.