Global Financial Private Client’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-140	Closed	-$12.6K	–	897
2025 Q1	$12.6K	Hold	140	–	–	﹤0.01%	530
2024 Q4	$14.1K	Hold	140	–	–	0.01%	484
2024 Q3	$13.1K	Hold	140	–	–	0.01%	497
2024 Q2	$12.8K	Hold	140	–	–	0.01%	423
2024 Q1	$11.8K	Hold	140	–	–	0.01%	443
2023 Q4	$10.6K	Hold	140	–	–	0.01%	450
2023 Q3	$9.39K	Hold	140	–	–	﹤0.01%	447
2023 Q2	$9.62K	Hold	140	–	–	﹤0.01%	441
2023 Q1	$8.56K	Hold	140	–	–	﹤0.01%	463
2022 Q4	$7.5K	Hold	140	–	–	﹤0.01%	456
2022 Q3	$7.54K	Hold	140	–	–	﹤0.01%	435
2022 Q2	$7.74K	Hold	140	–	–	﹤0.01%	420
2022 Q1	$9.74K	Hold	140	–	–	﹤0.01%	408
2021 Q4	$10.7K	Hold	140	–	–	0.01%	386
2021 Q3	$9.69K	Hold	140	–	–	0.01%	355
2021 Q2	$9.53K	Hold	140	–	–	0.01%	369
2021 Q1	$8.64K	Buy	+140	New	+$8.52K	0.01%	324

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

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Global Financial Private Client's IWF Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 140 shares — an estimated $12.6K sold.

Global Financial Private Client first reported a position in IWF in Q1 2021 and held it in 17 quarters. The position peaked at $14.1K in Q4 2024. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Global Financial Private Client reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 140 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $12.6K.
Global Financial Private Client first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and held it in 17 quarters.
Global Financial Private Client's iShares Russell 1000 Growth ETF position peaked at $14.1K in Q4 2024.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.