Colony Family Offices’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Colony Family Offices’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	–	Sell	-14,980	Closed	-$1.75M	–	67
2025 Q3	$1.75M	Sell	14,980 -14,980	-50%	-$1.67M	0.45%	31
2025 Q2	$3.18M	Buy	29,960 +14,980	+100%	+$1.43M	0.82%	20
2025 Q1	$1.35M	Hold	14,980	–	–	0.42%	30
2024 Q4	$1.5M	Hold	14,980	–	–	0.47%	31
2024 Q3	$1.41M	Sell	14,980 -10,644	-42%	-$965K	0.44%	32
2024 Q2	$2.34M	Sell	25,624 -1,760	-6%	-$150K	0.75%	20
2024 Q1	$2.31M	Hold	27,384	–	–	0.75%	18
2023 Q4	$2.08M	Buy	27,384 +10,644	+64%	+$753K	0.72%	19
2023 Q3	$1.12M	Hold	16,740	–	–	0.48%	22
2023 Q2	$1.15M	Hold	16,740	–	–	0.49%	22
2023 Q1	$1.02M	Hold	16,740	–	–	0.39%	30
2022 Q4	$897K	Hold	16,740	–	–	0.37%	30
2022 Q3	$881K	Buy	+16,740	New	+$984K	0.38%	32

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Colony Family Offices's IWF Position: Q4 2025 in Review

Colony Family Offices sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 14,980 shares — an estimated $1.75M sold.

Colony Family Offices first reported a position in IWF in Q3 2022 and held it in 13 quarters. The position peaked at $3.18M in Q2 2025. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Colony Family Offices reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Colony Family Offices sold 14,980 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $1.75M.
Colony Family Offices first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 13 quarters.
Colony Family Offices's iShares Russell 1000 Growth ETF position peaked at $3.18M in Q2 2025.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Colony Family Offices's 13F filing for Q4 2025, filed 22 Jan 2026.