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David Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

David Wealth 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
Q2 		$1.21M Hold
11,356
– – 0.9% 14
2025
Q1 		$1.03M Hold
11,356
– – 0.86% 13
2024
Q4 		$1.14M Buy
+11,356
New +$1.12M 0.94% 13

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

David Wealth Management's IWF Position: Q2 2025 in Review

David Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2025 at 11,356 shares worth $1.21M. The position accounts for 0.9% of the portfolio, ranked #14.

David Wealth Management first reported a position in IWF in Q4 2024 and has held it in 3 quarters since. 2,299 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • David Wealth Management held 11,356 shares of iShares Russell 1000 Growth ETF worth $1.21M as of Q2 2025.
  • David Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2025.
  • iShares Russell 1000 Growth ETF made up 0.9% of David Wealth Management's portfolio in Q2 2025, its #14 holding.
  • David Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,299 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.