Garrett Wealth Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Garrett Wealth Advisory Group’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	-1,724	Closed	-$202K	–	121
2025 Q3	$202K	Buy	+1,724	New	+$192K	0.04%	117
2024 Q4	–	Sell	-2,408	Closed	-$226K	–	102
2024 Q3	$226K	Hold	2,408	–	–	0.06%	91
2024 Q2	$219K	Buy	+2,408	New	+$206K	0.08%	78
2019 Q4	–	Sell	-1,624	Closed	-$64.8K	–	349
2019 Q3	$64.8K	Buy	+1,624	New	+$65.1K	0.05%	115

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Garrett Wealth Advisory Group's IWF Position: Q4 2025 in Review

Garrett Wealth Advisory Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 1,724 shares — an estimated $202K sold.

Garrett Wealth Advisory Group first reported a position in IWF in Q3 2019 and held it in 4 quarters. The position peaked at $226K in Q3 2024. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Garrett Wealth Advisory Group reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Garrett Wealth Advisory Group sold 1,724 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $202K.
Garrett Wealth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and held it in 4 quarters.
Garrett Wealth Advisory Group's iShares Russell 1000 Growth ETF position peaked at $226K in Q3 2024.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2025, filed 4 Feb 2026.