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

Five Oceans 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
Q4 		– Sell
-2,024
Closed -$237K – 199
2025
Q3 		$237K Hold
2,024
– – 0.09% 157
2025
Q2 		$215K Sell
2,024
-596
-23% -$57K 0.09% 171
2025
Q1 		$237K Hold
2,620
– – 0.11% 140
2024
Q4 		$263K Sell
2,620
-972
-27% -$95.6K 0.12% 117
2024
Q3 		$337K Buy
+3,592
New +$326K 0.16% 103

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Five Oceans Advisors's IWF Position: Q4 2025 in Review

Five Oceans Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 2,024 shares — an estimated $237K sold.

Five Oceans Advisors first reported a position in IWF in Q3 2024 and held it in 5 quarters. The position peaked at $337K in Q3 2024. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Five Oceans Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Five Oceans Advisors sold 2,024 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $237K.
  • Five Oceans Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and held it in 5 quarters.
  • Five Oceans Advisors's iShares Russell 1000 Growth ETF position peaked at $337K in Q3 2024.
  • 2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Five Oceans Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.