ECM
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Exchange Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Exchange Capital 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
2025
Q2 		$277K Buy
2,612
+172
+7% +$16.4K 0.04% 191
2025
Q1 		$220K Hold
2,440
– – 0.04% 199
2024
Q4 		$245K Hold
2,440
– – 0.04% 202
2024
Q3 		$229K Hold
2,440
– – 0.04% 188
2024
Q2 		$222K Hold
2,440
– – 0.04% 190
2024
Q1 		$206K Buy
+2,440
New +$197K 0.03% 186
2018
Q3 		– Sell
-6,652
Closed -$239K – 317
2018
Q2 		$239K Buy
+6,652
New +$235K 0.07% 130
2015
Q2 		– Sell
-22,000
Closed -$544K – 88
2015
Q1 		$544K Sell
22,000
-11,880
-35% -$290K 0.22% 72
2014
Q4 		$810K Buy
33,880
+30,680
+959% +$718K 0.34% 64
2014
Q3 		$73K Buy
+3,200
New +$73.3K 0.03% 84

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return