EWM
IWF icon

Executive Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Executive Wealth 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
2024
Q4 		$421K Sell
4,188
-1,332
-24% -$131K 0.03% 181
2024
Q3 		$518K Buy
+5,520
New +$500K 0.04% 167
2024
Q2 		– Sell
-5,432
Closed -$458K – 191
2024
Q1 		$458K Buy
5,432
+4
+0.1% +$322 0.04% 158
2023
Q4 		$412K Buy
5,428
+4
+0.1% +$283 0.04% 154
2023
Q3 		$361K Hold
5,424
– – 0.04% 153
2023
Q2 		$373K Buy
5,424
+4
+0.1% +$254 0.04% 145
2023
Q1 		$331K Buy
5,420
+4
+0.1% +$230 0.04% 153
2022
Q4 		$290K Buy
5,416
+4,280
+377% +$235K 0.04% 159
2022
Q3 		$284 Buy
+1,136
New +$66.8K 0.04% 149
2022
Q2 		– Sell
-3,548
Closed -$246K – 195
2022
Q1 		$246K Hold
3,548
– – 0.03% 171
2021
Q4 		$271K Buy
3,548
+4
+0.1% +$297 0.03% 169
2021
Q3 		$242K Buy
3,544
+4
+0.1% +$283 0.03% 165
2021
Q2 		$240K Hold
3,540
– – 0.03% 174
2021
Q1 		$215K Buy
3,540
+4
+0.1% +$243 0.03% 178
2020
Q4 		$213K Buy
+3,536
New +$201K 0.03% 166
2019
Q3 		– Sell
-3,512
Closed -$138K – 465
2019
Q2 		$138K Buy
3,512
+4
+0.1% +$155 0.02% 190
2019
Q1 		$133K Hold
3,508
– – 0.02% 178
2018
Q4 		$115K Buy
+3,508
New +$124K 0.02% 188

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Executive Wealth Management's IWF Position: Q4 2024 in Review

Executive Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q4 2024, selling an estimated $131K and leaving 4,188 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #181.

Executive Wealth Management first reported a position in IWF in Q4 2018 and has held it in 18 quarters since. The position peaked at $518K in Q3 2024. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Executive Wealth Management held 4,188 shares of iShares Russell 1000 Growth ETF worth $421K as of Q4 2024.
  • Executive Wealth Management sold 1,332 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $131K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #181 holding.
  • Executive Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 18 quarters since.
  • Executive Wealth Management's iShares Russell 1000 Growth ETF position peaked at $518K in Q3 2024.
  • 2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.