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Consolidated Portfolio Review Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Consolidated Portfolio Review Corp’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
-147,664
Closed -$17.3M – 222
2025
Q3 		$17.3M Sell
147,664
-3,292
-2% -$367K 2.18% 5
2025
Q2 		$16M Buy
150,956
+1,340
+0.9% +$128K 2.22% 6
2025
Q1 		$13.5M Sell
149,616
-3,784
-2% -$373K 2.16% 5
2024
Q4 		$15.4M Sell
153,400
-30,020
-16% -$2.95M 2.44% 3
2024
Q3 		$17.2M Buy
183,420
+1,280
+0.7% +$116K 3.84% 2
2024
Q2 		$16.6M Buy
182,140
+34,832
+24% +$2.97M 3.87% 2
2024
Q1 		$12.4M Sell
147,308
-9,768
-6% -$787K 3.25% 2
2023
Q4 		$11.9M Sell
157,076
-3,212
-2% -$227K 2.72% 3
2023
Q3 		$10.7M Sell
160,288
-6,164
-4% -$426K 2.59% 4
2023
Q2 		$11.5M Buy
166,452
+6,504
+4% +$414K 2.72% 4
2023
Q1 		$9.77M Buy
+159,948
New +$9.21M 2.64% 4

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Consolidated Portfolio Review Corp's IWF Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 147,664 shares — an estimated $17.3M sold.

Consolidated Portfolio Review Corp first reported a position in IWF in Q1 2023 and held it in 11 quarters. The position peaked at $17.3M in Q3 2025. 2,522 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 147,664 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $17.3M.
  • Consolidated Portfolio Review Corp first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's iShares Russell 1000 Growth ETF position peaked at $17.3M in Q3 2025.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.