Elevatus Welath Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Elevatus Welath Management’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	9,020 +8	+0.1%	+$908	0.5%	47
2025 Q4	$1.07M	Buy	9,012 +8	+0.1%	+$948	0.29%	65
2025 Q3	$1.05M	Buy	9,004 +8	+0.1%	+$891	0.3%	53
2025 Q2	$955K	Hold	8,996	–	–	0.32%	47
2025 Q1	$812K	Hold	8,996	–	–	0.46%	38
2024 Q4	$903K	Hold	8,996	–	–	0.31%	40
2024 Q3	$844K	Hold	8,996	–	–	0.28%	46
2024 Q2	$820K	Sell	8,996 -1,328	-13%	-$113K	0.31%	57
2024 Q1	$870K	Hold	10,324	–	–	0.34%	38
2023 Q4	$782K	Buy	10,324 +88	+0.9%	+$6.22K	0.36%	38
2023 Q3	$681K	Buy	+10,236	New	+$707K	0.62%	32

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