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

Elequin 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
2025 Q3	–	Sell	-1,532	Closed	-$163K	–	261
2025 Q2	$163K	Buy	+1,532	New	+$146K	0.02%	179
2025 Q1	–	Sell	-468	Closed	-$47K	–	481
2024 Q4	$47K	Buy	+468	New	+$46K	﹤0.01%	167
2024 Q1	–	Sell	-852	Closed	-$64.6K	–	368
2023 Q4	$64.6K	Buy	852 +508	+148%	+$35.9K	0.02%	201
2023 Q3	$22.9K	Buy	+344	New	+$23.8K	﹤0.01%	214
2023 Q1	–	Sell	-56	Closed	-$3K	–	434
2022 Q4	$3K	Buy	+56	New	+$3.08K	﹤0.01%	565

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Elequin Capital's IWF Position: Q3 2025 in Review

Elequin Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 1,532 shares — an estimated $163K sold.

Elequin Capital first reported a position in IWF in Q4 2022 and held it in 5 quarters. The position peaked at $163K in Q2 2025. 2,357 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Elequin Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Elequin Capital sold 1,532 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $163K.
Elequin Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 5 quarters.
Elequin Capital's iShares Russell 1000 Growth ETF position peaked at $163K in Q2 2025.
2,357 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Elequin Capital's 13F filing for Q3 2025, filed 14 Nov 2025.