Clear Investment Research’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clear Investment Research’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
2026 Q1	$110K	Buy	+1,028	New	+$117K	0.17%	76
2025 Q4	–	Sell	-1,028	Closed	-$120K	–	137
2025 Q3	$120K	Hold	1,028	–	–	0.16%	81
2025 Q2	$109K	Hold	1,028	–	–	0.14%	83
2025 Q1	$92.8K	Hold	1,028	–	–	0.12%	83
2024 Q4	$103K	Hold	1,028	–	–	0.13%	77
2024 Q3	$96.5K	Hold	1,028	–	–	0.13%	81
2024 Q2	$93.7K	Hold	1,028	–	–	0.12%	78
2024 Q1	$86.6K	Hold	1,028	–	–	0.12%	80
2023 Q4	$77.9K	Hold	1,028	–	–	0.11%	88
2023 Q3	$68.4K	Buy	+1,028	New	+$71K	0.12%	78

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return