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

Cassady Schiller 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	$228K	Hold	2,268	–	–	0.08%	111
2024 Q3	$213K	Buy	2,268 +216	+11%	+$19.6K	0.08%	114
2024 Q2	$187K	Sell	2,052 -164	-7%	-$14K	0.08%	118
2024 Q1	$187K	Hold	2,216	–	–	0.08%	121
2023 Q4	$168K	Hold	2,216	–	–	0.08%	123
2023 Q3	$147K	Hold	2,216	–	–	0.08%	124
2023 Q2	$152K	Hold	2,216	–	–	0.08%	125
2023 Q1	$135K	Hold	2,216	–	–	0.06%	127
2022 Q4	$119K	Buy	+2,216	New	+$122K	0.07%	122
2022 Q1	–	Sell	-616	Closed	-$47K	–	349
2021 Q4	$47K	Buy	+616	New	+$45.7K	0.03%	206

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

Cassady Schiller Wealth Management's IWF Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2024 at 2,268 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #111.

Cassady Schiller Wealth Management first reported a position in IWF in Q4 2021 and has held it in 10 quarters since. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Cassady Schiller Wealth Management held 2,268 shares of iShares Russell 1000 Growth ETF worth $228K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 1000 Growth ETF made up 0.08% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #111 holding.
Cassady Schiller Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.