Grey Fox Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Grey Fox Wealth Advisors’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	-1,364	Closed	-$160K	–	380
2025 Q3	$160K	Buy	+1,364	New	+$152K	0.03%	154
2023 Q2	–	Sell	-556	Closed	-$34K	–	310
2023 Q1	$34K	Buy	556 +316	+132%	+$18.2K	0.02%	217
2022 Q4	$12.9K	Buy	+240	New	+$13.2K	0.01%	270

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

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

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

Grey Fox Wealth Advisors's IWF Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 1,364 shares — an estimated $160K sold.

Grey Fox Wealth Advisors first reported a position in IWF in Q4 2022 and held it in 3 quarters. The position peaked at $160K in Q3 2025. 2,521 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,364 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $160K.
Grey Fox Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $160K in Q3 2025.
2,521 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.