CFO
IWF icon

Custos Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Custos Family Office’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 		$423K Buy
3,572
+4
+0.1% +$474 0.29% 42
2025
Q3 		$418K Sell
3,568
-23,664
-87% -$2.63M 0.24% 42
2025
Q2 		$2.89M Sell
27,232
-1,772
-6% -$169K 0.92% 22
2025
Q1 		$2.62M Sell
29,004
-1,208
-4% -$119K 0.93% 22
2024
Q4 		$3.03M Sell
30,212
-5,004
-14% -$492K 1.06% 21
2024
Q3 		$3.3M Sell
35,216
-736
-2% -$66.7K 1.2% 21
2024
Q2 		$3.28M Sell
35,952
-480
-1% -$41K 1.31% 21
2024
Q1 		$3.07M Sell
36,432
-1,916
-5% -$154K 1.58% 16
2023
Q4 		$2.91M Buy
38,348
+20,548
+115% +$1.45M 1.51% 17
2023
Q3 		$1.18M Sell
17,800
-192
-1% -$13.3K 0.8% 15
2023
Q2 		$1.24M Buy
17,992
+10,052
+127% +$639K 0.8% 15
2023
Q1 		$485K Sell
7,940
-740
-9% -$42.6K 0.34% 22
2022
Q4 		$465K Sell
8,680
-196
-2% -$10.8K 0.37% 24
2022
Q3 		$467K Buy
+8,876
New +$522K 0.46% 15
2022
Q2 		– Sell
-2,884
Closed -$200K – 26
2022
Q1 		$200K Buy
2,884
+4
+0.1% +$273 0.16% 26
2021
Q4 		$220K Buy
+2,880
New +$213K 0.2% 29

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

Custos Family Office's IWF Position: Q4 2025 in Review

Custos Family Office increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q4 2025, buying an estimated $474 and bringing the position to 3,572 shares worth $423K. The position accounts for 0.29% of the portfolio, ranked #42.

Custos Family Office first reported a position in IWF in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.3M in Q3 2024. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Custos Family Office held 3,572 shares of iShares Russell 1000 Growth ETF worth $423K as of Q4 2025.
  • Custos Family Office bought 4 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $474.
  • iShares Russell 1000 Growth ETF made up 0.29% of Custos Family Office's portfolio in Q4 2025, its #42 holding.
  • Custos Family Office first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • Custos Family Office's iShares Russell 1000 Growth ETF position peaked at $3.3M in Q3 2024.
  • 2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.