EdgeRock Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EdgeRock Capital’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
2026 Q1	$962K	Buy	9,016 +692	+8%	+$78.5K	0.26%	39
2025 Q4	$985K	Buy	8,324 +448	+6%	+$53.1K	0.26%	40
2025 Q3	$922K	Buy	7,876 +68	+0.9%	+$7.57K	0.26%	41
2025 Q2	$829K	Buy	+7,808	New	+$747K	0.26%	43
2023 Q4	–	Sell	-8,380	Closed	-$558K	–	340
2023 Q3	$558K	Hold	8,380	–	–	0.34%	22
2023 Q2	$577K	Sell	8,380 -4,632	-36%	-$295K	0.28%	29
2023 Q1	$795K	Sell	13,012 -532	-4%	-$30.6K	0.41%	22
2022 Q4	$725K	Sell	13,544 -168	-1%	-$9.24K	0.4%	19
2022 Q3	$721K	Sell	13,712 -304	-2%	-$17.9K	0.41%	19
2022 Q2	$766K	Buy	+14,016	New	+$841K	0.52%	18

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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