Clarius Group LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clarius Group LLC’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	$5.03M	Sell	42,484 -1,228	-3%	-$145K	0.29%	43
2025 Q3	$5.12M	Hold	43,712	–	–	0.3%	41
2025 Q2	$4.64M	Sell	43,712 -132	-0.3%	-$12.6K	0.27%	43
2025 Q1	$3.96M	Buy	43,844 +23,592	+116%	+$2.33M	0.25%	51
2024 Q4	$2.03M	Sell	20,252 -2,444	-11%	-$240K	0.14%	71
2024 Q3	$2.14M	Sell	22,696 -2,456	-10%	-$223K	0.15%	66
2024 Q2	$2.29M	Sell	25,152 -176	-0.7%	-$15K	0.16%	61
2024 Q1	$2.13M	Sell	25,328 -176	-0.7%	-$14.2K	0.15%	66
2023 Q4	$1.93M	Hold	25,504	–	–	0.16%	71
2023 Q3	$1.7M	Sell	25,504 -204	-0.8%	-$14.1K	0.16%	72
2023 Q2	$1.77M	Hold	25,708	–	–	0.14%	82
2023 Q1	$1.57M	Sell	25,708 -172	-0.7%	-$9.91K	0.13%	87
2022 Q4	$1.39M	Hold	25,880	–	–	0.12%	99
2022 Q3	$1.36M	Sell	25,880 -204	-0.8%	-$12K	0.14%	92
2022 Q2	$1.43M	Sell	26,084 -180	-0.7%	-$10.8K	0.14%	96
2022 Q1	$2.01M	Hold	26,264	–	–	0.16%	77
2021 Q4	$2.01M	Hold	26,264	–	–	0.16%	77
2021 Q3	$1.8M	Sell	26,264 -1,432	-5%	-$101K	0.16%	75
2021 Q2	$1.88M	Hold	27,696	–	–	0.17%	71
2021 Q1	$1.68M	Hold	27,696	–	–	0.16%	71
2020 Q4	$1.67M	Hold	27,696	–	–	0.18%	62
2020 Q3	$1.5M	Sell	27,696 -132	-0.5%	-$6.95K	0.19%	58
2020 Q2	$1.33M	Sell	27,828 -23,508	-46%	-$1.04M	0.19%	66
2020 Q1	$1.93M	Hold	51,336	–	–	0.36%	35
2019 Q4	$2.34M	Sell	51,336 -184	-0.4%	-$7.68K	0.37%	37
2019 Q3	$2.06M	Sell	51,520 -124	-0.2%	-$4.97K	0.38%	40
2019 Q2	$2.03M	Hold	51,644	–	–	0.41%	35
2019 Q1	$1.95M	Sell	51,644 -1,468	-3%	-$52.7K	0.48%	32
2018 Q4	$1.74M	Hold	53,112	–	–	0.63%	29
2018 Q3	$2.07M	Sell	53,112 -644	-1%	-$24.4K	0.73%	26
2018 Q2	$1.93M	Hold	53,756	–	–	0.8%	24
2018 Q1	$1.83M	Hold	53,756	–	–	0.83%	21
2017 Q4	$1.81M	Hold	53,756	–	–	0.81%	21
2017 Q3	$1.68M	Hold	53,756	–	–	0.71%	27
2017 Q2	$1.6M	Hold	53,756	–	–	0.66%	26
2017 Q1	$1.53M	Sell	53,756 -176	-0.3%	-$4.88K	0.63%	27
2016 Q4	$1.41M	Buy	53,932 +4,976	+10%	+$129K	0.6%	29
2016 Q3	$1.27M	Buy	48,956 +23,860	+95%	+$620K	0.59%	26
2016 Q2	$630K	Hold	25,096	–	–	0.34%	38
2016 Q1	$626K	Buy	25,096 +3,588	+17%	+$84.8K	0.35%	35
2015 Q4	$534K	Buy	+21,508	New	+$537K	0.31%	34

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Clarius Group LLC's IWF Position: Q4 2025 in Review

Clarius Group LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q4 2025, selling an estimated $145K and leaving 42,484 shares worth $5.03M. The position accounts for 0.29% of the portfolio, ranked #43.

Clarius Group LLC first reported a position in IWF in Q4 2015 and has held it in 41 quarters since. The position peaked at $5.12M in Q3 2025. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Clarius Group LLC held 42,484 shares of iShares Russell 1000 Growth ETF worth $5.03M as of Q4 2025.
Clarius Group LLC sold 1,228 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $145K.
iShares Russell 1000 Growth ETF made up 0.29% of Clarius Group LLC's portfolio in Q4 2025, its #43 holding.
Clarius Group LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 41 quarters since.
Clarius Group LLC's iShares Russell 1000 Growth ETF position peaked at $5.12M in Q3 2025.
2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.