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

Gitterman 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	$989K	Hold	8,444	–	–	0.23%	25
2025 Q2	$896K	Hold	8,444	–	–	0.21%	18
2025 Q1	$762K	Buy	8,444 +1,516	+22%	+$150K	0.2%	24
2024 Q4	$696K	Hold	6,928	–	–	0.29%	24
2024 Q3	$650K	Hold	6,928	–	–	0.27%	24
2024 Q2	$631K	Buy	6,928 +340	+5%	+$29K	0.24%	22
2024 Q1	$555K	Hold	6,588	–	–	0.22%	27
2023 Q4	$499K	Hold	6,588	–	–	0.22%	25
2023 Q3	$438K	Sell	6,588 -1,420	-18%	-$98.1K	0.21%	24
2023 Q2	$551K	Sell	8,008 -2,552	-24%	-$162K	0.26%	20
2023 Q1	$645K	Hold	10,560	–	–	0.31%	16
2022 Q4	$566K	Hold	10,560	–	–	0.28%	17
2022 Q3	$555K	Hold	10,560	–	–	0.57%	17
2022 Q2	$577K	Buy	10,560 +612	+6%	+$36.7K	0.54%	21
2022 Q1	$690K	Hold	9,948	–	–	0.56%	20
2021 Q4	$760K	Sell	9,948 -968	-9%	-$71.8K	0.56%	22
2021 Q3	$748K	Hold	10,916	–	–	0.6%	19
2021 Q2	$741K	Hold	10,916	–	–	0.6%	19
2021 Q1	$663K	Buy	+10,916	New	+$664K	0.43%	22

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

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

Gitterman Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 8,444 shares worth $989K. The position accounts for 0.23% of the portfolio, ranked #25.

Gitterman Wealth Management first reported a position in IWF in Q1 2021 and has held it in 19 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Gitterman Wealth Management held 8,444 shares of iShares Russell 1000 Growth ETF worth $989K as of Q3 2025.
Gitterman Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
iShares Russell 1000 Growth ETF made up 0.23% of Gitterman Wealth Management's portfolio in Q3 2025, its #25 holding.
Gitterman Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 19 quarters since.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.