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

Certus 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	$346K	Hold	2,956	–	–	0.21%	50
2025 Q2	$314K	Hold	2,956	–	–	0.2%	50
2025 Q1	$289K	Hold	2,956	–	–	0.2%	47
2024 Q4	$305K	Hold	2,956	–	–	0.2%	49
2024 Q3	$277K	Hold	2,956	–	–	0.19%	47
2024 Q2	$269K	Hold	2,956	–	–	0.2%	49
2024 Q1	$245K	Hold	2,956	–	–	0.2%	47
2023 Q4	$224K	Buy	+2,956	New	+$209K	0.19%	52
2023 Q3	–	Sell	-2,956	Closed	-$203K	–	59
2023 Q2	$203K	Buy	+2,956	New	+$188K	0.2%	60

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 $424B AUM 22.94% 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

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

Certus Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 2,956 shares worth $346K. The position accounts for 0.21% of the portfolio, ranked #50.

Certus Wealth Management first reported a position in IWF in Q2 2023 and has held it in 9 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Certus Wealth Management held 2,956 shares of iShares Russell 1000 Growth ETF worth $346K as of Q3 2025.
Certus Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
iShares Russell 1000 Growth ETF made up 0.21% of Certus Wealth Management's portfolio in Q3 2025, its #50 holding.
Certus Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 9 quarters since.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.