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

Fairhaven 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	$3.57M	Buy	35,560 +64	+0.2%	+$6.29K	1.12%	18
2024 Q3	$3.33M	Hold	35,496	–	–	1.02%	21
2024 Q2	$3.23M	Hold	35,496	–	–	1.07%	20
2024 Q1	$2.99M	Hold	35,496	–	–	1.03%	22
2023 Q4	$2.69M	Buy	35,496 +568	+2%	+$40.2K	0.99%	28
2023 Q3	$2.32M	Hold	34,928	–	–	0.93%	25
2023 Q2	$2.4M	Buy	+34,928	New	+$2.22M	0.92%	25
2022 Q4	$1.87M	Hold	34,928	–	–	0.79%	32
2022 Q3	$1.84M	Hold	34,928	–	–	0.82%	30
2022 Q2	$1.91M	Hold	34,928	–	–	0.9%	28
2022 Q1	$2.42M	Hold	34,928	–	–	0.98%	26
2021 Q4	$2.67M	Hold	34,928	–	–	1.04%	27
2021 Q3	$2.39M	Buy	34,928 +5,012	+17%	+$355K	0.99%	30
2021 Q2	$2.03M	Hold	29,916	–	–	0.81%	35
2021 Q1	$1.82M	Sell	29,916 -316	-1%	-$19.2K	0.76%	36
2020 Q4	$1.82M	Buy	30,232 +11,600	+62%	+$660K	0.8%	32
2020 Q3	$1.01M	Hold	18,632	–	–	0.6%	39
2020 Q2	$894K	Buy	+18,632	New	+$821K	0.59%	35

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fairhaven Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.18% in Q4 2024, buying an estimated $6.29K and bringing the position to 35,560 shares worth $3.57M. The position accounts for 1.12% of the portfolio, ranked #18.

Fairhaven Wealth Management first reported a position in IWF in Q2 2020 and has held it in 18 quarters since. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Fairhaven Wealth Management held 35,560 shares of iShares Russell 1000 Growth ETF worth $3.57M as of Q4 2024.
Fairhaven Wealth Management bought 64 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $6.29K.
iShares Russell 1000 Growth ETF made up 1.12% of Fairhaven Wealth Management's portfolio in Q4 2024, its #18 holding.
Fairhaven Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 18 quarters since.
2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.