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

Cahill 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 Q1	$502K	Hold	5,560	–	–	0.26%	39
2024 Q4	$558K	Sell	5,560 -1,076	-16%	-$106K	0.28%	34
2024 Q3	$623K	Hold	6,636	–	–	0.32%	35
2024 Q2	$605K	Hold	6,636	–	–	0.36%	30
2024 Q1	$559K	Buy	6,636 +4	+0.1%	+$322	0.33%	36
2023 Q4	$503K	Sell	6,632 -292	-4%	-$20.6K	0.34%	32
2023 Q3	$460K	Hold	6,924	–	–	0.35%	32
2023 Q2	$476K	Buy	6,924 +4	+0.1%	+$254	0.33%	32
2023 Q1	$423K	Hold	6,920	–	–	0.31%	35
2022 Q4	$412K	Sell	6,920 -796	-10%	-$43.8K	0.3%	36
2022 Q3	$405K	Hold	7,716	–	–	0.36%	32
2022 Q2	$421K	Buy	7,716 +4	+0.1%	+$240	0.36%	33
2022 Q1	$535K	Buy	+7,712	New	+$526K	0.4%	28

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

Cahill Wealth Management's IWF Position: Q1 2025 in Review

Cahill Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2025 at 5,560 shares worth $502K. The position accounts for 0.26% of the portfolio, ranked #39.

Cahill Wealth Management first reported a position in IWF in Q1 2022 and has held it in 13 quarters since. The position peaked at $623K in Q3 2024. 2,217 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Cahill Wealth Management held 5,560 shares of iShares Russell 1000 Growth ETF worth $502K as of Q1 2025.
Cahill Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2025.
iShares Russell 1000 Growth ETF made up 0.26% of Cahill Wealth Management's portfolio in Q1 2025, its #39 holding.
Cahill Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's iShares Russell 1000 Growth ETF position peaked at $623K in Q3 2024.
2,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.