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FSA
Financial Services Advisory’s
iShares Russell 1000 Growth ETF
IWF
Stock Holding History
Financial Services Advisory’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
2026
Q1
–
Sell
-95,840
Closed
-$11.3M
–
66
2025
Q4
$11.3M
Sell
95,840
-49,428
-34%
-$5.85M
4.08%
7
2025
Q3
$17M
Buy
+145,268
New
+$16.2M
6.56%
5
2020
Q1
–
Sell
-524,896
Closed
-$23.1M
–
16
2019
Q4
$23.1M
Buy
524,896
+260,572
+99%
+$10.9M
9.53%
1
2019
Q3
$10.5M
Sell
264,324
-468,188
-64%
-$18.8M
6.98%
7
2019
Q2
$28.8M
Buy
732,512
+465,552
+174%
+$18M
18.78%
1
2019
Q1
$10.1M
Buy
+266,960
New
+$9.59M
8.71%
4
2018
Q4
–
Sell
-628,196
Closed
-$24.5M
–
8
2018
Q3
$24.5M
Buy
628,196
+154,572
+33%
+$5.85M
16.35%
2
2018
Q2
$17M
Sell
473,624
-33,732
-7%
-$1.19M
14.71%
2
2018
Q1
$17.3M
Buy
507,356
+166,648
+49%
+$5.84M
18.4%
1
2017
Q4
$11.5M
Buy
+340,708
New
+$11.2M
8.44%
2
Other funds holding IWF
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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