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

Financial Management Professionals’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	–	Sell	-23,080	Closed	-$2.45M	–	1002
2025 Q2	$2.45M	Buy	+23,080	New	+$2.21M	0.28%	34
2023 Q3	–	Sell	-114,200	Closed	-$7.86M	–	960
2023 Q2	$7.86M	Buy	+114,200	New	+$7.26M	1.31%	20
2022 Q4	–	Sell	-48	Closed	-$3K	–	1000
2022 Q3	$3K	Hold	48	–	–	﹤0.01%	684
2022 Q2	$3K	Hold	48	–	–	﹤0.01%	698
2022 Q1	$3K	Hold	48	–	–	﹤0.01%	717
2021 Q4	$4K	Hold	48	–	–	﹤0.01%	615
2021 Q3	$3K	Buy	+48	New	+$3.4K	﹤0.01%	660

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Management Professionals's IWF Position: Q3 2025 in Review

Financial Management Professionals sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 23,080 shares — an estimated $2.45M sold.

Financial Management Professionals first reported a position in IWF in Q3 2021 and held it in 7 quarters. The position peaked at $7.86M in Q2 2023. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Financial Management Professionals reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 23,080 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $2.45M.
Financial Management Professionals first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and held it in 7 quarters.
Financial Management Professionals's iShares Russell 1000 Growth ETF position peaked at $7.86M in Q2 2023.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.