Edge Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Edge Financial Advisors’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	$516K	Sell	4,360 -20	-0.5%	-$2.37K	0.22%	83
2025 Q3	$513K	Sell	4,380 -124	-3%	-$13.8K	0.23%	82
2025 Q2	$473K	Sell	4,504 -552	-11%	-$52.8K	0.25%	70
2025 Q1	$456K	Buy	5,056 +1,852	+58%	+$183K	0.29%	60
2024 Q4	$322K	Hold	3,204	–	–	0.29%	68
2024 Q3	$301K	Buy	+3,204	New	+$290K	0.27%	72
2024 Q2	–	Sell	-3,204	Closed	-$270K	–	110
2024 Q1	$270K	Buy	+3,204	New	+$258K	0.24%	107

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Edge Financial Advisors's IWF Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.46% in Q4 2025, selling an estimated $2.37K and leaving 4,360 shares worth $516K. The position accounts for 0.22% of the portfolio, ranked #83.

Edge Financial Advisors first reported a position in IWF in Q1 2024 and has held it in 7 quarters since. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Edge Financial Advisors held 4,360 shares of iShares Russell 1000 Growth ETF worth $516K as of Q4 2025.
Edge Financial Advisors sold 20 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $2.37K.
iShares Russell 1000 Growth ETF made up 0.22% of Edge Financial Advisors's portfolio in Q4 2025, its #83 holding.
Edge Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 7 quarters since.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.