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Carolinas Wealth Consulting’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-219,684
Closed -$19.8M – 480
2025
Q1 		$19.8M Sell
219,684
-15,908
-7% -$1.57M 4.27% 6
2024
Q4 		$23.7M Sell
235,592
-21,240
-8% -$2.09M 4.65% 4
2024
Q3 		$24.1M Sell
256,832
-2,828
-1% -$256K 4.37% 5
2024
Q2 		$23.7M Sell
259,660
-22,640
-8% -$1.93M 4.57% 4
2024
Q1 		$23.8M Sell
282,300
-3,400
-1% -$274K 4.69% 4
2023
Q4 		$21.7M Sell
285,700
-7,936
-3% -$561K 4.71% 4
2023
Q3 		$19.2M Sell
293,636
-59,744
-17% -$4.13M 4.8% 4
2023
Q2 		$24.3M Buy
353,380
+16,880
+5% +$1.07M 4.82% 4
2023
Q1 		$20.6M Buy
336,500
+5,232
+2% +$301K 4.37% 5
2022
Q4 		$17.7M Buy
331,268
+38,416
+13% +$2.11M 4.01% 5
2022
Q3 		$15.4M Buy
292,852
+2,996
+1% +$176K 3.9% 6
2022
Q2 		$15.8M Sell
289,856
-23,780
-8% -$1.43M 3.94% 6
2022
Q1 		$21.8M Sell
313,636
-6,272
-2% -$428K 4.81% 4
2021
Q4 		$24.4M Sell
319,908
-10,188
-3% -$755K 5.32% 4
2021
Q3 		$22.6M Sell
330,096
-2,464
-0.7% -$174K 5.27% 3
2021
Q2 		$22.6M Sell
332,560
-11,772
-3% -$759K 4.96% 3
2021
Q1 		$20.9M Sell
344,332
-4,704
-1% -$286K 5.09% 3
2020
Q4 		$21M Sell
349,036
-29,296
-8% -$1.67M 5.66% 3
2020
Q3 		$20.5M Sell
378,332
-62,768
-14% -$3.31M 6.9% 1
2020
Q2 		$21.2M Sell
441,100
-628
-0.1% -$27.7K 8.34% 1
2020
Q1 		$16.6M Buy
441,728
+192,288
+77% +$8.29M 9% 1
2019
Q4 		$10.9M Buy
+249,440
New +$10.4M 11.41% 1

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carolinas Wealth Consulting's IWF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 219,684 shares — an estimated $19.8M sold.

Carolinas Wealth Consulting first reported a position in IWF in Q4 2019 and held it in 22 quarters. The position peaked at $24.4M in Q4 2021. 2,299 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 219,684 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $19.8M.
  • Carolinas Wealth Consulting first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Russell 1000 Growth ETF position peaked at $24.4M in Q4 2021.
  • 2,299 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.