EWA
IWF icon

ERTS Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

ERTS Wealth 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
Q2 		– Sell
-9,420
Closed -$850K – 61
2025
Q1 		$850K Sell
9,420
-2,420
-20% -$239K 0.17% 35
2024
Q4 		$1.19M Sell
11,840
-892
-7% -$87.7K 0.22% 30
2024
Q3 		$1.19M Sell
12,732
-304
-2% -$27.6K 0.22% 30
2024
Q2 		$1.19M Sell
13,036
-388
-3% -$33.1K 0.24% 29
2024
Q1 		$1.13M Sell
13,424
-2,476
-16% -$199K 0.23% 27
2023
Q4 		$1.21M Sell
15,900
-1,380
-8% -$97.6K 0.26% 26
2023
Q3 		$1.15M Sell
17,280
-12
-0.1% -$829 0.28% 24
2023
Q2 		$1.19M Sell
17,292
-320
-2% -$20.3K 0.28% 25
2023
Q1 		$1.08M Sell
17,612
-2,364
-12% -$136K 0.26% 27
2022
Q4 		$1.07M Buy
19,976
+704
+4% +$38.7K 0.28% 36
2022
Q3 		$1.01M Sell
19,272
-36
-0.2% -$2.12K 0.28% 32
2022
Q2 		$1.06M Sell
19,308
-292
-1% -$17.5K 0.3% 32
2022
Q1 		$1.36M Sell
19,600
-3,176
-14% -$217K 0.38% 25
2021
Q4 		$1.74M Sell
22,776
-1,420
-6% -$105K 0.42% 21
2021
Q3 		$1.66M Sell
24,196
-56
-0.2% -$3.96K 0.43% 21
2021
Q2 		$1.65M Sell
24,252
-252
-1% -$16.2K 0.45% 21
2021
Q1 		$1.49M Buy
24,504
+1,168
+5% +$71.1K 0.44% 26
2020
Q4 		$1.41M Sell
23,336
-628
-3% -$35.7K 0.46% 27
2020
Q3 		$1.3M Sell
23,964
-740
-3% -$39K 0.49% 23
2020
Q2 		$1.19M Sell
24,704
-1,752
-7% -$77.2K 0.48% 25
2020
Q1 		$996K Sell
26,456
-1,856
-7% -$80K 0.48% 28
2019
Q4 		$1.25M Sell
28,312
-656
-2% -$27.4K 0.56% 19
2019
Q3 		$1.16M Sell
28,968
-248
-0.8% -$9.94K 0.58% 17
2019
Q2 		$1.15M Sell
29,216
-1,760
-6% -$68.1K 0.63% 22
2019
Q1 		$1.17M Sell
30,976
-11,120
-26% -$400K 0.7% 20
2018
Q4 		$1.38M Buy
+42,096
New +$1.48M 0.99% 17

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ERTS Wealth Advisors's IWF Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 9,420 shares — an estimated $850K sold.

ERTS Wealth Advisors first reported a position in IWF in Q4 2018 and held it in 26 quarters. The position peaked at $1.74M in Q4 2021. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 9,420 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $850K.
  • ERTS Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.74M in Q4 2021.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.