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

Financial Counselors Inc’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	–	Sell	-445,324	Closed	-$40.2M	–	277
2025 Q1	$40.2M	Sell	445,324 -29,036	-6%	-$2.86M	0.61%	46
2024 Q4	$47.6M	Buy	474,360 +7,700	+2%	+$757K	0.7%	41
2024 Q3	$43.8M	Sell	466,660 -9,496	-2%	-$861K	0.65%	43
2024 Q2	$43.4M	Buy	476,156 +18,916	+4%	+$1.62M	0.7%	42
2024 Q1	$38.5M	Sell	457,240 -24,416	-5%	-$1.97M	0.65%	47
2023 Q4	$36.5M	Buy	481,656 +22,412	+5%	+$1.58M	0.65%	42
2023 Q3	$30.5M	Sell	459,244 -11,980	-3%	-$827K	0.61%	44
2023 Q2	$32.4M	Buy	471,224 +24,752	+6%	+$1.57M	0.66%	42
2023 Q1	$27.3M	Sell	446,472 -2,280	-0.5%	-$131K	0.59%	51
2022 Q4	$24M	Sell	448,752 -21,240	-5%	-$1.17M	0.54%	55
2022 Q3	$24.7M	Buy	469,992 +6,052	+1%	+$356K	0.61%	50
2022 Q2	$25.4M	Sell	463,940 -7,448	-2%	-$447K	0.59%	51
2022 Q1	$32.7M	Sell	471,388 -23,476	-5%	-$1.6M	0.68%	39
2021 Q4	$37.8M	Sell	494,864 -6,496	-1%	-$482K	0.78%	34
2021 Q3	$34.3M	Sell	501,360 -20,920	-4%	-$1.48M	0.74%	37
2021 Q2	$35.4M	Sell	522,280 -13,552	-3%	-$874K	0.77%	33
2021 Q1	$32.6M	Sell	535,832 -7,896	-1%	-$481K	0.76%	35
2020 Q4	$32.8M	Sell	543,728 -17,016	-3%	-$969K	0.82%	29
2020 Q3	$30.4M	Sell	560,744 -19,248	-3%	-$1.01M	0.89%	29
2020 Q2	$27.8M	Sell	579,992 -13,344	-2%	-$588K	0.89%	30
2020 Q1	$22.3M	Sell	593,336 -33,600	-5%	-$1.45M	0.99%	24
2019 Q4	$27.6M	Sell	626,936 -1,924	-0.3%	-$80.3K	0.98%	20
2019 Q3	$25.1M	Sell	628,860 -2,780	-0.4%	-$111K	0.99%	19
2019 Q2	$24.8M	Sell	631,640 -3,400	-0.5%	-$132K	1.01%	19
2019 Q1	$24M	Sell	635,040 -78,756	-11%	-$2.83M	1.02%	17
2018 Q4	$23.4M	Buy	713,796 +70,904	+11%	+$2.5M	1.15%	15
2018 Q3	$25.1M	Sell	642,892 -5,874,308	-90%	-$222M	1.1%	15
2018 Q2	$23.4M	Buy	6,517,200 +5,854,220	+883%	+$207M	1.08%	14
2018 Q1	$22.6M	Sell	662,980 -38,196	-5%	-$1.34M	1.07%	13
2017 Q4	$23.6M	Buy	701,176 +6,428	+0.9%	+$211K	1.08%	12
2017 Q3	$21.7M	Sell	694,748 -32,872	-5%	-$1.01M	1.06%	15
2017 Q2	$21.6M	Sell	727,620 -36,984	-5%	-$1.09M	1.08%	11
2017 Q1	$21.8M	Sell	764,604 -653,112	-46%	-$18.1M	1.11%	12
2016 Q4	$37.2M	Buy	+1,417,716	New	+$36.8M	1.98%	1
2016 Q2	$37.3M	Sell	1,488,612 -27,640	-2%	-$690K	2.23%	1
2016 Q1	$37.8M	Sell	1,516,252 -58,448	-4%	-$1.38M	2.35%	1
2015 Q4	$39.2M	Sell	1,574,700 -20,004	-1%	-$499K	2.53%	1
2015 Q3	$37.1M	Buy	1,594,704 +49,808	+3%	+$1.23M	2.55%	1
2015 Q2	$38.2M	Sell	1,544,896 -15,764	-1%	-$396K	2.43%	1
2015 Q1	$38.6M	Buy	1,560,660 +97,020	+7%	+$2.37M	2.4%	1
2014 Q4	$35M	Buy	1,463,640 +350,620	+32%	+$8.2M	2.22%	1
2014 Q3	$25.5M	Sell	1,113,020 -23,040	-2%	-$528K	1.79%	1
2014 Q2	$25.8M	Sell	1,136,060 -42,220	-4%	-$926K	1.8%	2
2014 Q1	$25.5M	Buy	1,178,280 +68,048	+6%	+$1.46M	1.84%	1
2013 Q4	$23.9M	Buy	1,110,232 +82,004	+8%	+$1.68M	1.79%	2
2013 Q3	$20.1M	Buy	1,028,228 +26,832	+3%	+$514K	1.66%	4
2013 Q2	$18.2M	Buy	+1,001,396	New	+$18.3M	1.51%	6

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Counselors Inc's IWF Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 445,324 shares — an estimated $40.2M sold.

Financial Counselors Inc first reported a position in IWF in Q2 2013 and held it in 47 quarters. The position peaked at $47.6M in Q4 2024. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 445,324 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $40.2M.
Financial Counselors Inc first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's iShares Russell 1000 Growth ETF position peaked at $47.6M in Q4 2024.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.