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

Freedom 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
Q1 		– Sell
-3,624
Closed -$364K – 778
2024
Q4 		$364K Sell
3,624
-64
-2% -$6.29K 0.03% 530
2024
Q3 		$346K Buy
+3,688
New +$334K 0.03% 555
2019
Q2 		– Sell
-32,972
Closed -$1.25M – 710
2019
Q1 		$1.25M Buy
32,972
+9,912
+43% +$356K 0.1% 202
2018
Q4 		$755K Sell
23,060
-1,220
-5% -$43K 0.06% 321
2018
Q3 		$944K Buy
24,280
+6,312
+35% +$239K 0.06% 337
2018
Q2 		$646K Buy
17,968
+2,536
+16% +$89.5K 0.04% 458
2018
Q1 		$525K Sell
15,432
-240
-2% -$8.41K 0.03% 602
2017
Q4 		$528K Buy
15,672
+156
+1% +$5.11K 0.03% 603
2017
Q3 		$485K Buy
15,516
+296
+2% +$9.06K 0.03% 607
2017
Q2 		$453K Sell
15,220
-444
-3% -$13K 0.03% 606
2017
Q1 		$446K Sell
15,664
-12,256
-44% -$340K 0.03% 580
2016
Q4 		$732K Sell
27,920
-1,304
-4% -$33.8K 0.05% 358
2016
Q3 		$761K Sell
29,224
-10,496
-26% -$273K 0.05% 327
2016
Q2 		$997K Sell
39,720
-4,380
-10% -$109K 0.07% 219
2016
Q1 		$1.1M Sell
44,100
-9,068
-17% -$214K 0.08% 188
2015
Q4 		$1.32M Buy
53,168
+14,860
+39% +$371K 0.1% 160
2015
Q3 		$805K Sell
38,308
-1,140
-3% -$28.1K 0.08% 203
2015
Q2 		$976K Buy
39,448
+19,468
+97% +$490K 0.1% 160
2015
Q1 		$494K Sell
19,980
-11,704
-37% -$286K 0.05% 308
2014
Q4 		$757K Buy
31,684
+2,300
+8% +$53.8K 0.1% 184
2014
Q3 		$673K Buy
29,384
+15,356
+109% +$352K 0.12% 168
2014
Q2 		$319K Sell
14,028
-8,188
-37% -$180K 0.05% 328
2014
Q1 		$481K Sell
22,216
-28,032
-56% -$602K 0.1% 196
2013
Q4 		$1.08M Buy
50,248
+31,412
+167% +$644K 0.27% 56
2013
Q3 		$368K Sell
18,836
-48,476
-72% -$928K 0.11% 167
2013
Q2 		$1.22M Buy
+67,312
New +$1.23M 0.42% 43

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Freedom Investment Management's IWF Position: Q1 2025 in Review

Freedom Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 3,624 shares — an estimated $364K sold.

Freedom Investment Management first reported a position in IWF in Q2 2013 and held it in 26 quarters. The position peaked at $1.32M in Q4 2015. 2,219 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Freedom Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,624 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $364K.
  • Freedom Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 26 quarters.
  • Freedom Investment Management's iShares Russell 1000 Growth ETF position peaked at $1.32M in Q4 2015.
  • 2,219 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.