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

Columbia 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	-3,240	Closed	-$325K	–	257
2024 Q4	$325K	Hold	3,240	–	–	0.06%	160
2024 Q3	$304K	Hold	3,240	–	–	0.05%	155
2024 Q2	$295K	Hold	3,240	–	–	0.06%	149
2024 Q1	$246K	Hold	3,240	–	–	0.05%	154
2023 Q4	$246K	Hold	3,240	–	–	0.05%	154
2023 Q3	$215K	Hold	3,240	–	–	0.05%	155
2023 Q2	$223K	Buy	+3,240	New	+$206K	0.05%	158
2021 Q4	$241K	Hold	3,160	–	–	0.05%	168
2021 Q3	$216K	Sell	3,160 -884	-22%	-$62.5K	0.05%	177
2021 Q2	$274K	Hold	4,044	–	–	0.06%	154
2021 Q1	$246K	Buy	4,044 +80	+2%	+$4.87K	0.04%	165
2020 Q4	$239K	Buy	3,964 +140	+4%	+$7.97K	0.05%	162
2020 Q3	$207K	Buy	+3,824	New	+$201K	0.05%	160
2019 Q2	–	Sell	-2,880	Closed	-$109K	–	190
2019 Q1	$109K	Sell	2,880 -544	-16%	-$19.5K	0.03%	211
2018 Q4	$112K	Hold	3,424	–	–	0.03%	196
2018 Q3	$134K	Buy	+3,424	New	+$130K	0.04%	203

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

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

Columbia Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 3,240 shares — an estimated $325K sold.

Columbia Asset Management first reported a position in IWF in Q3 2018 and held it in 16 quarters. The position peaked at $325K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Columbia Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Columbia Asset Management sold 3,240 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $325K.
Columbia Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and held it in 16 quarters.
Columbia Asset Management's iShares Russell 1000 Growth ETF position peaked at $325K in Q4 2024.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Columbia Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.