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Financial Advocates Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Financial Advocates Investment 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
Q3 		$225K Sell
1,920
-7,980
-81% -$889K 0.13% 99
2025
Q2 		$1.05M Sell
9,900
-3,980
-29% -$381K 0.09% 218
2025
Q1 		$1.25M Sell
13,880
-19,644
-59% -$1.94M 0.09% 232
2024
Q4 		$3.37M Buy
33,524
+2,420
+8% +$238K 0.19% 118
2024
Q3 		$2.88M Sell
31,104
-1,932
-6% -$175K 0.16% 135
2024
Q2 		$3.01M Sell
33,036
-3,032
-8% -$259K 0.19% 118
2024
Q1 		$2.7M Sell
36,068
-35,588
-50% -$2.87M 0.16% 143
2023
Q4 		$3.15M Buy
71,656
+39,396
+122% +$2.79M 0.21% 119
2023
Q3 		$2.12M Sell
32,260
-376
-1% -$26K 0.15% 154
2023
Q2 		$2.25M Sell
32,636
-5,784
-15% -$368K 0.16% 148
2023
Q1 		$2.35M Buy
38,420
+3,424
+10% +$197K 0.17% 141
2022
Q4 		$1.87M Buy
34,996
+2,164
+7% +$119K 0.14% 172
2022
Q3 		$1.73M Sell
32,832
-2,060
-6% -$121K 0.14% 166
2022
Q2 		$1.91M Sell
34,892
-4,676
-12% -$281K 0.15% 160
2022
Q1 		$2.75M Sell
39,568
-400
-1% -$27.3K 0.18% 134
2021
Q4 		$3.05M Buy
39,968
+3,248
+9% +$241K 0.19% 127
2021
Q3 		$2.44M Sell
36,720
-3,528
-9% -$250K 0.16% 149
2021
Q2 		$2.73M Sell
40,248
-880
-2% -$56.7K 0.18% 135
2021
Q1 		$2.5M Sell
41,128
-3,136
-7% -$191K 0.18% 130
2020
Q4 		$2.55M Sell
44,264
-6,840
-13% -$389K 0.17% 133
2020
Q3 		$2.77M Buy
51,104
+44
+0.1% +$2.32K 0.24% 89
2020
Q2 		$2.45M Sell
51,060
-2,000
-4% -$88.1K 0.23% 103
2020
Q1 		$2M Buy
53,060
+2,932
+6% +$126K 0.29% 89
2019
Q4 		$2.21M Buy
50,128
+11,080
+28% +$463K 0.23% 109
2019
Q3 		$1.56M Buy
39,048
+472
+1% +$18.9K 0.18% 133
2019
Q2 		$1.52M Sell
38,576
-3,644
-9% -$141K 0.18% 136
2019
Q1 		$1.6M Buy
42,220
+16,416
+64% +$590K 0.2% 126
2018
Q4 		$845K Buy
25,804
+7,144
+38% +$252K 0.12% 189
2018
Q3 		$720K Sell
18,660
-10,372
-36% -$393K 0.08% 230
2018
Q2 		$1.05M Sell
29,032
-2,860
-9% -$101K 0.13% 166
2018
Q1 		$1.09M Sell
31,892
-824
-3% -$28.9K 0.14% 150
2017
Q4 		$1.1M Buy
+32,716
New +$1.07M 0.15% 149

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's IWF Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 81% in Q3 2025, selling an estimated $889K and leaving 1,920 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #99.

Financial Advocates Investment Management first reported a position in IWF in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.37M in Q4 2024. 2,352 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Financial Advocates Investment Management held 1,920 shares of iShares Russell 1000 Growth ETF worth $225K as of Q3 2025.
  • Financial Advocates Investment Management sold 7,980 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $889K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Financial Advocates Investment Management's portfolio in Q3 2025, its #99 holding.
  • Financial Advocates Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares Russell 1000 Growth ETF position peaked at $3.37M in Q4 2024.
  • 2,352 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.