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

Iams 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
2023
Q3 		– Sell
-31,224
Closed -$2.12M – 189
2023
Q2 		$2.12M Buy
+31,224
New +$1.99M 0.77% 44

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Iams Wealth Management's IWF Position: Q4 2024 in Review

Iams Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2024, closing a stake of 6,508 shares — an estimated $611K sold.

Iams Wealth Management first reported a position in IWF in Q3 2023 and held it in 3 quarters. The position peaked at $1.13M in Q1 2024. 2,307 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Iams Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Iams Wealth Management sold 6,508 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $611K.
  • Iams Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and held it in 3 quarters.
  • Iams Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.13M in Q1 2024.
  • 2,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Iams Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.