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Heritage Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heritage Financial Services’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 		$1.82M Sell
15,416
-976
-6% -$116K 0.15% 31
2025
Q3 		$1.92M Buy
16,392
+1,232
+8% +$137K 0.17% 30
2025
Q2 		$1.61M Buy
15,160
+1,464
+11% +$140K 0.15% 32
2025
Q1 		$1.24M Sell
13,696
-360
-3% -$35.5K 0.12% 39
2024
Q4 		$1.41M Sell
14,056
-84
-0.6% -$8.26K 0.19% 31
2024
Q3 		$1.33M Sell
14,140
-320
-2% -$29K 0.18% 35
2024
Q2 		$1.32M Sell
14,460
-200
-1% -$17.1K 0.19% 33
2024
Q1 		$1.24M Hold
14,660
– – 0.18% 34
2023
Q4 		$1.11M Sell
14,660
-192
-1% -$13.6K 0.19% 33
2023
Q3 		$988K Sell
14,852
-80
-0.5% -$5.52K 0.19% 27
2023
Q2 		$1.03M Sell
14,932
-44
-0.3% -$2.8K 0.21% 23
2023
Q1 		$915K Buy
14,976
+16
+0.1% +$922 0.2% 28
2022
Q4 		$801K Hold
14,960
– – 0.2% 31
2022
Q3 		$786K Hold
14,960
– – 0.48% 26
2022
Q2 		$817K Buy
14,960
+1,808
+14% +$109K 0.46% 24
2022
Q1 		$912K Hold
13,152
– – 0.6% 23
2021
Q4 		$1M Buy
+13,152
New +$975K 0.79% 20

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Heritage Financial Services's IWF Position: Q4 2025 in Review

Heritage Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q4 2025, selling an estimated $116K and leaving 15,416 shares worth $1.82M. The position accounts for 0.15% of the portfolio, ranked #31.

Heritage Financial Services first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.92M in Q3 2025. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Heritage Financial Services held 15,416 shares of iShares Russell 1000 Growth ETF worth $1.82M as of Q4 2025.
  • Heritage Financial Services sold 976 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $116K.
  • iShares Russell 1000 Growth ETF made up 0.15% of Heritage Financial Services's portfolio in Q4 2025, its #31 holding.
  • Heritage Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's iShares Russell 1000 Growth ETF position peaked at $1.92M in Q3 2025.
  • 2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.