Continuum Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-884	Closed	-$79.8K	–	1008
2025 Q1	$79.8K	Hold	884	–	–	0.01%	559
2024 Q4	$88.7K	Hold	884	–	–	0.01%	547
2024 Q3	$87.5K	Sell	884 -8	-0.9%	-$725	0.01%	553
2024 Q2	$81.3K	Buy	892 +8	+0.9%	+$683	0.01%	535
2024 Q1	$74.3K	Sell	884 -3,636	-80%	-$293K	0.01%	536
2023 Q4	$343K	Buy	4,520 +52	+1%	+$3.68K	0.05%	349
2023 Q3	$297K	Sell	4,468 -2,800	-39%	-$193K	0.05%	367
2023 Q2	$500K	Sell	7,268 -1,360	-16%	-$86.5K	0.08%	278
2023 Q1	$527K	Buy	8,628 +3,268	+61%	+$188K	0.09%	259
2022 Q4	$287K	Hold	5,360	–	–	0.05%	349
2022 Q3	$282K	Sell	5,360 -100	-2%	-$5.88K	0.05%	328
2022 Q2	$299K	Sell	5,460 -8,784	-62%	-$527K	0.05%	334
2022 Q1	$868K	Buy	14,244 +8,712	+157%	+$595K	0.16%	154
2021 Q4	$423K	Buy	5,532 +72	+1%	+$5.34K	0.1%	201
2021 Q3	$374K	Buy	+5,460	New	+$386K	0.1%	194

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Continuum Advisory's IWF Position: Q2 2025 in Review

Continuum Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 884 shares — an estimated $79.8K sold.

Continuum Advisory first reported a position in IWF in Q3 2021 and held it in 15 quarters. The position peaked at $868K in Q1 2022. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Continuum Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 884 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $79.8K.
Continuum Advisory first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and held it in 15 quarters.
Continuum Advisory's iShares Russell 1000 Growth ETF position peaked at $868K in Q1 2022.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.