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

Callan Capital’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 		$712K Buy
7,892
+5,404
+217% +$533K 0.05% 160
2024
Q4 		$250K Hold
2,488
– – 0.02% 287
2024
Q3 		$234K Sell
2,488
-120
-5% -$10.9K 0.02% 306
2024
Q2 		$238K Hold
2,608
– – 0.02% 276
2024
Q1 		$220K Buy
+2,608
New +$210K 0.02% 259

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Callan Capital's IWF Position: Q1 2025 in Review

Callan Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 217% in Q1 2025, buying an estimated $533K and bringing the position to 7,892 shares worth $712K. The position accounts for 0.05% of the portfolio, ranked #160.

Callan Capital first reported a position in IWF in Q1 2024 and has held it in 5 quarters since. 2,217 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Callan Capital held 7,892 shares of iShares Russell 1000 Growth ETF worth $712K as of Q1 2025.
  • Callan Capital bought 5,404 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $533K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Callan Capital's portfolio in Q1 2025, its #160 holding.
  • Callan Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.