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

Financial 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
Q3 		$7.92M Buy
67,660
+4
+0% +$445 1.4% 8
2025
Q2 		$7.18M Hold
67,656
– – 1.34% 9
2025
Q1 		$6.11M Hold
67,656
– – 1.21% 8
2024
Q4 		$6.79M Sell
67,656
-1,104
-2% -$109K 1.3% 8
2024
Q3 		$6.45M Buy
68,760
+112
+0.2% +$10.2K 1.23% 9
2024
Q2 		$6.26M Buy
68,648
+4
+0% +$342 1.28% 9
2024
Q1 		$5.78M Sell
68,644
-964
-1% -$77.7K 1.2% 9
2023
Q4 		$5.28M Sell
69,608
-848
-1% -$60K 1.18% 9
2023
Q3 		$4.69M Hold
70,456
– – 1.16% 9
2023
Q2 		$4.85M Hold
70,456
– – 1.16% 10
2023
Q1 		$4.3M Sell
70,456
-10,916
-13% -$629K 1.09% 9
2022
Q4 		$4.36M Buy
81,372
+28,968
+55% +$1.59M 1.19% 10
2022
Q3 		$2.73M Sell
52,404
-5,044
-9% -$297K 0.95% 14
2022
Q2 		$3.14M Buy
57,448
+5,044
+10% +$303K 1.11% 11
2022
Q1 		$3.64M Hold
52,404
– – 1.14% 12
2021
Q4 		$4M Hold
52,404
– – 1.22% 11
2021
Q3 		$3.59M Hold
52,404
– – 1.21% 11
2021
Q2 		$3.56M Hold
52,404
– – 1.25% 11
2021
Q1 		$3.18M Buy
52,404
+412
+0.8% +$25.1K 1.27% 10
2020
Q4 		$3.13M Hold
51,992
– – 1.39% 10
2020
Q3 		$2.82M Buy
51,992
+716
+1% +$37.7K 1.48% 9
2020
Q2 		$2.46M Sell
51,276
-448
-0.9% -$19.7K 1.37% 9
2020
Q1 		$1.95M Buy
51,724
+1,404
+3% +$60.5K 1.32% 9
2019
Q4 		$2.21M Hold
50,320
– – 1.25% 8
2019
Q3 		$2.01M Hold
50,320
– – 1.23% 9
2019
Q2 		$1.98M Hold
50,320
– – 1.27% 9
2019
Q1 		$1.9M Hold
50,320
– – 1.3% 10
2018
Q4 		$1.65M Buy
+50,320
New +$1.77M 1.34% 9

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
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
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

Financial Advisors's IWF Position: Q3 2025 in Review

Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q3 2025, buying an estimated $445 and bringing the position to 67,660 shares worth $7.92M. The position accounts for 1.4% of the portfolio, ranked #8.

Financial Advisors first reported a position in IWF in Q4 2018 and has held it in 28 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Financial Advisors held 67,660 shares of iShares Russell 1000 Growth ETF worth $7.92M as of Q3 2025.
  • Financial Advisors bought 4 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $445.
  • iShares Russell 1000 Growth ETF made up 1.4% of Financial Advisors's portfolio in Q3 2025, its #8 holding.
  • Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.