Cidel Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cidel Asset 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 Q1	–	Sell	-17,940	Closed	-$1.8M	–	350
2024 Q4	$1.8M	Hold	17,940	–	–	0.12%	87
2024 Q3	$1.68M	Hold	17,940	–	–	0.12%	88
2024 Q2	$1.63M	Hold	17,940	–	–	0.13%	84
2024 Q1	$1.51M	Hold	17,940	–	–	0.11%	87
2023 Q4	$1.36M	Hold	17,940	–	–	0.06%	99
2023 Q3	$1.19M	Hold	17,940	–	–	0.06%	77
2023 Q2	$1.23M	Hold	17,940	–	–	0.06%	83
2023 Q1	$1.1M	Buy	+17,940	New	+$1.03M	0.05%	86

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cidel Asset Management's IWF Position: Q1 2025 in Review

Cidel Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 17,940 shares — an estimated $1.8M sold.

Cidel Asset Management first reported a position in IWF in Q1 2023 and held it in 8 quarters. The position peaked at $1.8M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Cidel Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Cidel Asset Management sold 17,940 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $1.8M.
Cidel Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 8 quarters.
Cidel Asset Management's iShares Russell 1000 Growth ETF position peaked at $1.8M in Q4 2024.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Cidel Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.