Gilman Hill Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Gilman Hill Asset 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 Q4	–	Sell	-1,720	Closed	-$201K	–	236
2025 Q3	$201K	Buy	+1,720	New	+$192K	0.03%	220
2024 Q2	–	Sell	-2,588	Closed	-$218K	–	216
2024 Q1	$218K	Sell	2,588 -1,168	-31%	-$94.1K	0.04%	200
2023 Q4	$285K	Hold	3,756	–	–	0.05%	170
2023 Q3	$250K	Hold	3,756	–	–	0.05%	177
2023 Q2	$258K	Buy	+3,756	New	+$239K	0.05%	179

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

Gilman Hill Asset Management's IWF Position: Q4 2025 in Review

Gilman Hill Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 1,720 shares — an estimated $201K sold.

Gilman Hill Asset Management first reported a position in IWF in Q2 2023 and held it in 5 quarters. The position peaked at $285K in Q4 2023. 2,528 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Gilman Hill Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Gilman Hill Asset Management sold 1,720 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $201K.
Gilman Hill Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and held it in 5 quarters.
Gilman Hill Asset Management's iShares Russell 1000 Growth ETF position peaked at $285K in Q4 2023.
2,528 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Gilman Hill Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.