GenTrust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

GenTrust’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	–	Sell	-4,844	Closed	-$514K	–	222
2025 Q2	$514K	Hold	4,844	–	–	0.02%	123
2025 Q1	$437K	Buy	+4,844	New	+$478K	0.02%	131

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GenTrust's IWF Position: Q3 2025 in Review

GenTrust sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 4,844 shares — an estimated $514K sold.

GenTrust first reported a position in IWF in Q1 2025 and held it in 2 quarters. The position peaked at $514K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

GenTrust reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
GenTrust sold 4,844 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $514K.
GenTrust first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and held it in 2 quarters.
GenTrust's iShares Russell 1000 Growth ETF position peaked at $514K in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on GenTrust's 13F filing for Q3 2025, filed 7 Nov 2025.