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

Campbell 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
2024 Q4	$889K	Buy	8,860 +3,544	+67%	+$349K	0.08%	29
2024 Q3	$499K	Buy	+5,316	New	+$482K	0.04%	33
2024 Q2	–	Sell	-9,388	Closed	-$791K	–	65
2024 Q1	$791K	Buy	9,388 +3,852	+70%	+$310K	0.08%	32
2023 Q4	$420K	Buy	5,536 +868	+19%	+$61.4K	0.05%	36
2023 Q3	$310K	Hold	4,668	–	–	0.04%	50
2023 Q2	$321K	Sell	4,668 -12,776	-73%	-$812K	0.04%	50
2023 Q1	$1.07M	Buy	17,444 +4,256	+32%	+$245K	0.13%	29
2022 Q4	$706K	Buy	13,188 +8,796	+200%	+$484K	0.1%	30
2022 Q3	$231K	Buy	+4,392	New	+$258K	0.03%	64
2022 Q2	–	Sell	-4,392	Closed	-$305K	–	62
2022 Q1	$305K	Sell	4,392 -160	-4%	-$10.9K	0.04%	50
2021 Q4	$348K	Buy	4,552 +76	+2%	+$5.63K	0.04%	49
2021 Q3	$307K	Buy	4,476 +84	+2%	+$5.94K	0.04%	47
2021 Q2	$298K	Hold	4,392	–	–	0.04%	45
2021 Q1	$267K	Hold	4,392	–	–	0.04%	50
2020 Q4	$265K	Hold	4,392	–	–	0.04%	47
2020 Q3	$238K	Hold	4,392	–	–	0.04%	46
2020 Q2	$211K	Buy	+4,392	New	+$194K	0.04%	50
2019 Q2	–	Sell	-5,312	Closed	-$201K	–	65
2019 Q1	$201K	Buy	+5,312	New	+$191K	0.05%	56

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Campbell Wealth Management's IWF Position: Q4 2024 in Review

Campbell Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 67% in Q4 2024, buying an estimated $349K and bringing the position to 8,860 shares worth $889K. The position accounts for 0.08% of the portfolio, ranked #29.

Campbell Wealth Management first reported a position in IWF in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.07M in Q1 2023. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Campbell Wealth Management held 8,860 shares of iShares Russell 1000 Growth ETF worth $889K as of Q4 2024.
Campbell Wealth Management bought 3,544 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $349K.
iShares Russell 1000 Growth ETF made up 0.08% of Campbell Wealth Management's portfolio in Q4 2024, its #29 holding.
Campbell Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 18 quarters since.
Campbell Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.07M in Q1 2023.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.