Duncker Streett & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Duncker Streett & Co’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	-1,240	Closed	-$145K	–	540
2025 Q3	$145K	Hold	1,240	–	–	0.03%	253
2025 Q2	$132K	Hold	1,240	–	–	0.02%	261
2025 Q1	$112K	Hold	1,240	–	–	0.02%	263
2024 Q4	$124K	Hold	1,240	–	–	0.02%	255
2024 Q3	$116K	Hold	1,240	–	–	0.02%	269
2024 Q2	$113K	Hold	1,240	–	–	0.02%	267
2024 Q1	$104K	Hold	1,240	–	–	0.02%	273
2023 Q4	$94K	Hold	1,240	–	–	0.02%	274
2023 Q3	$82.5K	Hold	1,240	–	–	0.02%	270
2023 Q2	$85.3K	Buy	+1,240	New	+$78.9K	0.02%	267

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Duncker Streett & Co's IWF Position: Q4 2025 in Review

Duncker Streett & Co sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 1,240 shares — an estimated $145K sold.

Duncker Streett & Co first reported a position in IWF in Q2 2023 and held it in 10 quarters. The position peaked at $145K in Q3 2025. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Duncker Streett & Co reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Duncker Streett & Co sold 1,240 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $145K.
Duncker Streett & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and held it in 10 quarters.
Duncker Streett & Co's iShares Russell 1000 Growth ETF position peaked at $145K in Q3 2025.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Duncker Streett & Co's 13F filing for Q4 2025, filed 27 Jan 2026.