Global Assets Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Global Assets Advisory’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
2026 Q1	$299K	Buy	2,800 +364	+15%	+$41.3K	0.09%	176
2025 Q4	$288K	Sell	2,436 -8	-0.3%	-$948	0.08%	222
2025 Q3	$286K	Sell	2,444 -56	-2%	-$6.24K	0.09%	211
2025 Q2	$263K	Sell	2,500 -5,144	-67%	-$492K	0.1%	173
2025 Q1	$664K	Buy	7,644 +5,096	+200%	+$503K	0.13%	137
2024 Q4	$255K	Sell	2,548 -24	-0.9%	-$2.36K	0.14%	129
2024 Q3	$238K	Hold	2,572	–	–	0.13%	145
2024 Q2	$234K	Sell	2,572 -863,808	-100%	-$73.8M	0.37%	51
2024 Q1	$643K	Buy	+866,380	New	+$69.8M	0.03%	298

Other funds holding IWF

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

Bank of America

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

Fidelity Investments

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

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

JP Morgan Chase

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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