GL
IWF icon

Graypoint LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Graypoint LLC’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 		$79.9M Sell
753,084
-15,784
-2% -$1.51M 4.5% 2
2025
Q1 		$69.4M Buy
768,868
+3,068
+0.4% +$303K 4.32% 2
2024
Q4 		$76.9M Buy
765,800
+756
+0.1% +$74.4K 4.65% 2
2024
Q3 		$71.8M Buy
765,044
+10,032
+1% +$910K 4.6% 2
2024
Q2 		$68.8M Buy
755,012
+17,260
+2% +$1.47M 4.76% 2
2024
Q1 		$62.2M Buy
737,752
+44,228
+6% +$3.56M 4.49% 2
2023
Q4 		$52.6M Buy
693,524
+62,256
+10% +$4.4M 4.24% 2
2023
Q3 		$42M Buy
631,268
+41,560
+7% +$2.87M 3.95% 2
2023
Q2 		$40.6M Buy
589,708
+27,688
+5% +$1.76M 4.03% 3
2023
Q1 		$34.3M Buy
562,020
+29,584
+6% +$1.7M 3.72% 5
2022
Q4 		$28.5M Buy
532,436
+13,196
+3% +$726K 3.4% 4
2022
Q3 		$27.3M Sell
519,240
-8,444
-2% -$497K 3.51% 4
2022
Q2 		$28.9M Sell
527,684
-57,400
-10% -$3.45M 3.7% 2
2022
Q1 		$40.6M Buy
585,084
+125,652
+27% +$8.58M 4.01% 2
2021
Q4 		$35.1M Buy
459,432
+86,012
+23% +$6.38M 3.68% 3
2021
Q3 		$25.6M Buy
373,420
+35,328
+10% +$2.5M 3.14% 5
2021
Q2 		$22.9M Buy
338,092
+67,876
+25% +$4.38M 3.05% 6
2021
Q1 		$16.4M Buy
270,216
+113,852
+73% +$6.93M 2.5% 6
2020
Q4 		$9.43M Buy
156,364
+18,804
+14% +$1.07M 1.64% 15
2020
Q3 		$7.46M Buy
137,560
+1,148
+0.8% +$60.5K 1.44% 19
2020
Q2 		$6.55M Buy
136,412
+16,472
+14% +$726K 1.49% 21
2020
Q1 		$4.52M Buy
+119,940
New +$5.17M 1.26% 23

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Graypoint LLC's IWF Position: Q2 2025 in Review

Graypoint LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q2 2025, selling an estimated $1.51M and leaving 753,084 shares worth $79.9M. The position accounts for 4.5% of the portfolio, ranked #2.

Graypoint LLC first reported a position in IWF in Q1 2020 and has held it in 22 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Graypoint LLC held 753,084 shares of iShares Russell 1000 Growth ETF worth $79.9M as of Q2 2025.
  • Graypoint LLC sold 15,784 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $1.51M.
  • iShares Russell 1000 Growth ETF made up 4.5% of Graypoint LLC's portfolio in Q2 2025, its #2 holding.
  • Graypoint LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 22 quarters since.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.