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

CarsonAllaria 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 Q3	–	Sell	-1,292	Closed	-$137K	–	207
2025 Q2	$137K	Hold	1,292	–	–	0.07%	87
2025 Q1	$117K	Hold	1,292	–	–	0.07%	95
2024 Q4	$130K	Hold	1,292	–	–	0.07%	84
2024 Q3	$121K	Hold	1,292	–	–	0.07%	94
2024 Q2	$118K	Hold	1,292	–	–	0.07%	87
2024 Q1	$109K	Hold	1,292	–	–	0.07%	94
2023 Q4	$98K	Buy	1,292 +1,024	+382%	+$72.4K	0.07%	88
2023 Q3	$17.8K	Sell	268 -60	-18%	-$4.14K	0.01%	171
2023 Q2	$22.6K	Buy	+328	New	+$20.9K	0.02%	158

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CarsonAllaria Wealth Management's IWF Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 1,292 shares — an estimated $137K sold.

CarsonAllaria Wealth Management first reported a position in IWF in Q2 2023 and held it in 9 quarters. The position peaked at $137K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,292 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $137K.
CarsonAllaria Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and held it in 9 quarters.
CarsonAllaria Wealth Management's iShares Russell 1000 Growth ETF position peaked at $137K in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.