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

Hemington 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	$1.25M	Buy	10,708 +144	+1%	+$16K	0.16%	46
2025 Q2	$1.12M	Sell	10,564 -748	-7%	-$71.5K	0.16%	45
2025 Q1	$1.02M	Sell	11,312 -556	-5%	-$54.9K	0.16%	50
2024 Q4	$1.19M	Hold	11,868	–	–	0.3%	41
2024 Q3	$1.11M	Sell	11,868 -268	-2%	-$24.3K	0.3%	42
2024 Q2	$1.1M	Hold	12,136	–	–	0.37%	38
2024 Q1	$1.02M	Buy	12,136 +16	+0.1%	+$1.29K	0.37%	41
2023 Q4	$919K	Sell	12,120 -804	-6%	-$56.9K	0.35%	38
2023 Q3	$859K	Sell	12,924 -192	-1%	-$13.3K	0.41%	34
2023 Q2	$902K	Hold	13,116	–	–	0.37%	35
2023 Q1	$801K	Sell	13,116 -1,780	-12%	-$103K	0.32%	34
2022 Q4	$797K	Hold	14,896	–	–	0.34%	32
2022 Q3	$784K	Hold	14,896	–	–	0.34%	35
2022 Q2	$814K	Hold	14,896	–	–	0.32%	36
2022 Q1	$1.03M	Buy	14,896 +324	+2%	+$22.1K	0.35%	37
2021 Q4	$878K	Sell	14,572 -1,768	-11%	-$131K	0.41%	32
2021 Q3	$1.12M	Hold	16,340	–	–	0.41%	30
2021 Q2	$1.11M	Hold	16,340	–	–	0.47%	30
2021 Q1	$993K	Buy	16,340 +1,768	+12%	+$108K	0.42%	31
2020 Q4	$878K	Buy	+14,572	New	+$829K	0.41%	32

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

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

Hemington Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q3 2025, buying an estimated $16K and bringing the position to 10,708 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #46.

Hemington Wealth Management first reported a position in IWF in Q4 2020 and has held it in 20 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Hemington Wealth Management held 10,708 shares of iShares Russell 1000 Growth ETF worth $1.25M as of Q3 2025.
Hemington Wealth Management bought 144 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $16K.
iShares Russell 1000 Growth ETF made up 0.16% of Hemington Wealth Management's portfolio in Q3 2025, its #46 holding.
Hemington Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 20 quarters since.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.