FWM
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FSA Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FSA Wealth 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
Q3 		$68.5M Sell
585,304
-10,884
-2% -$1.21M 25.07% 1
2025
Q2 		$63.3M Sell
596,188
-2,668
-0.4% -$255K 24.69% 1
2025
Q1 		$54.1M Buy
598,856
+112
+0% +$11K 22.94% 1
2024
Q4 		$60.1M Sell
598,744
-22,260
-4% -$2.19M 24.4% 1
2024
Q3 		$58.3M Buy
+621,004
New +$56.3M 23.28% 1
2024
Q1 		$53.4M Sell
633,508
-2,320
-0.4% -$187K 23.23% 1
2023
Q4 		$48.2M Sell
635,828
-15,584
-2% -$1.1M 22.87% 1
2023
Q3 		$43.3M Sell
651,412
-6,628
-1% -$458K 24.23% 1
2023
Q2 		$45.3M Buy
658,040
+352
+0.1% +$22.4K 24.43% 1
2023
Q1 		$40.2M Buy
657,688
+7,828
+1% +$451K 23.32% 1
2022
Q4 		$34.8M Buy
649,860
+87,252
+16% +$4.8M 20.26% 2
2022
Q3 		$29.6M Buy
562,608
+416,504
+285% +$24.5M 20.7% 1
2022
Q2 		$7.99M Sell
146,104
-334,640
-70% -$20.1M 22.16% 2
2022
Q1 		$36.7M Hold
480,744
– – 21.4% 1
2021
Q4 		$36.7M Sell
480,744
-7,872
-2% -$584K 21.4% 1
2021
Q3 		$33.5M Buy
488,616
+5,056
+1% +$358K 20.82% 1
2021
Q2 		$32.8M Buy
483,560
+4,812
+1% +$310K 20.61% 1
2021
Q1 		$29.1M Sell
478,748
-140,508
-23% -$8.55M 19.46% 1
2020
Q4 		$37.3M Buy
619,256
+37,352
+6% +$2.13M 18.67% 1
2020
Q3 		$31.6M Buy
581,904
+30,420
+6% +$1.6M 20.28% 1
2020
Q2 		$26.5M Buy
551,484
+11,764
+2% +$518K 18.01% 1
2020
Q1 		$20.3M Buy
539,720
+29,784
+6% +$1.28M 17.03% 1
2019
Q4 		$22.4M Buy
+509,936
New +$21.3M 15.81% 1

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSA Wealth Management's IWF Position: Q3 2025 in Review

FSA Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q3 2025, selling an estimated $1.21M and leaving 585,304 shares worth $68.5M. The position accounts for 25.07% of the portfolio, ranked #1.

FSA Wealth Management first reported a position in IWF in Q4 2019 and has held it in 23 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • FSA Wealth Management held 585,304 shares of iShares Russell 1000 Growth ETF worth $68.5M as of Q3 2025.
  • FSA Wealth Management sold 10,884 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $1.21M.
  • iShares Russell 1000 Growth ETF made up 25.07% of FSA Wealth Management's portfolio in Q3 2025, its #1 holding.
  • FSA Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.