High Falls Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

High Falls 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	$1.34M	Sell	11,312 -8	-0.1%	-$948	0.27%	35
2025 Q3	$1.33M	Buy	11,320 +312	+3%	+$34.7K	0.27%	38
2025 Q2	$1.17M	Buy	11,008 +2,808	+34%	+$268K	0.26%	36
2025 Q1	$740K	Buy	8,200 +2,608	+47%	+$257K	0.17%	48
2024 Q4	$561K	Sell	5,592 -1,620	-22%	-$159K	0.13%	61
2024 Q3	$677K	Sell	7,212 -964	-12%	-$87.4K	0.16%	48
2024 Q2	$745K	Buy	8,176 +80	+1%	+$6.83K	0.18%	44
2024 Q1	$682K	Buy	8,096 +1,292	+19%	+$104K	0.17%	49
2023 Q4	$516K	Buy	6,804 +400	+6%	+$28.3K	0.14%	53
2023 Q3	$426K	Hold	6,404	–	–	0.13%	56
2023 Q2	$441K	Sell	6,404 -800	-11%	-$50.9K	0.13%	62
2023 Q1	$440K	Sell	7,204 -800	-10%	-$46.1K	0.13%	62
2022 Q4	$429K	Hold	8,004	–	–	0.13%	67
2022 Q3	$421K	Hold	8,004	–	–	0.14%	68
2022 Q2	$438K	Hold	8,004	–	–	0.14%	68
2022 Q1	$555K	Buy	8,004 +400	+5%	+$27.3K	0.15%	63
2021 Q4	$581K	Hold	7,604	–	–	0.15%	63
2021 Q3	$521K	Hold	7,604	–	–	0.14%	72
2021 Q2	$516K	Hold	7,604	–	–	0.14%	72
2021 Q1	$462K	Hold	7,604	–	–	0.13%	73
2020 Q4	$458K	Buy	+7,604	New	+$433K	0.13%	68
2020 Q3	–	Sell	-7,604	Closed	-$365K	–	61
2020 Q2	$365K	Hold	7,604	–	–	0.14%	60
2020 Q1	$286K	Hold	7,604	–	–	0.11%	65
2019 Q4	$334K	Hold	7,604	–	–	0.09%	76
2019 Q3	$303K	Hold	7,604	–	–	0.09%	75
2019 Q2	$299K	Sell	7,604 -400	-5%	-$15.5K	0.1%	73
2019 Q1	$303K	Hold	8,004	–	–	0.1%	71
2018 Q4	$262K	Sell	8,004 -400	-5%	-$14.1K	0.1%	61
2018 Q3	$328K	Hold	8,404	–	–	0.11%	62
2018 Q2	$302K	Hold	8,404	–	–	0.1%	75
2018 Q1	$286K	Hold	8,404	–	–	0.1%	73
2017 Q4	$283K	Hold	8,404	–	–	0.1%	72
2017 Q3	$263K	Buy	8,404 +400	+5%	+$12.2K	0.1%	75
2017 Q2	$238K	Hold	8,004	–	–	0.09%	77
2017 Q1	$228K	Hold	8,004	–	–	0.1%	79
2016 Q4	$210K	Sell	8,004 -1,200	-13%	-$31.1K	0.1%	77
2016 Q3	$240K	Sell	9,204 -124	-1%	-$3.22K	0.09%	74
2016 Q2	$232K	Buy	9,328 +124	+1%	+$3.1K	0.07%	79
2016 Q1	$230K	Sell	9,204 -124	-1%	-$2.93K	0.08%	88
2015 Q4	$232K	Buy	+9,328	New	+$233K	0.07%	79

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

High Falls Advisors's IWF Position: Q4 2025 in Review

High Falls Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q4 2025, selling an estimated $948 and leaving 11,312 shares worth $1.34M. The position accounts for 0.27% of the portfolio, ranked #35.

High Falls Advisors first reported a position in IWF in Q4 2015 and has held it in 40 quarters since. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

High Falls Advisors held 11,312 shares of iShares Russell 1000 Growth ETF worth $1.34M as of Q4 2025.
High Falls Advisors sold 8 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $948.
iShares Russell 1000 Growth ETF made up 0.27% of High Falls Advisors's portfolio in Q4 2025, its #35 holding.
High Falls Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 40 quarters since.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.