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Cascade Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cascade Investment Group’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
Q4 		– Sell
-1,880
Closed -$220K – 150
2025
Q3 		$220K Buy
+1,880
New +$209K 0.15% 135
2024
Q3 		– Sell
-2,240
Closed -$204K – 133
2024
Q2 		$204K Buy
+2,240
New +$191K 0.16% 124

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cascade Investment Group's IWF Position: Q4 2025 in Review

Cascade Investment Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 1,880 shares — an estimated $220K sold.

Cascade Investment Group first reported a position in IWF in Q2 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 2,521 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Cascade Investment Group reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cascade Investment Group sold 1,880 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $220K.
  • Cascade Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Cascade Investment Group's iShares Russell 1000 Growth ETF position peaked at $220K in Q3 2025.
  • 2,521 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Cascade Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.