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

Elevation Capital Advisory’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
Q1 		– Sell
-77,076
Closed -$7.74M – 66
2024
Q4 		$7.74M Buy
+77,076
New +$7.58M 3.32% 11

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Elevation Capital Advisory's IWF Position: Q1 2025 in Review

Elevation Capital Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 77,076 shares — an estimated $7.74M sold.

Elevation Capital Advisory first reported a position in IWF in Q4 2024 and held it in 1 quarter. The position peaked at $7.74M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Elevation Capital Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 77,076 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $7.74M.
  • Elevation Capital Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Elevation Capital Advisory's iShares Russell 1000 Growth ETF position peaked at $7.74M in Q4 2024.
  • 2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Elevation Capital Advisory's 13F filing for Q1 2025, filed 13 May 2025.