Integral Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Integral Investment 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 Q2	–	Sell	-4,264	Closed	-$385K	–	159
2025 Q1	$385K	Sell	4,264 -3,552	-45%	-$350K	0.12%	112
2024 Q4	$785K	Buy	7,816 +208	+3%	+$20.5K	0.25%	74
2024 Q3	$714K	Hold	7,608	–	–	0.24%	77
2024 Q2	$698K	Buy	7,608 +164	+2%	+$14K	0.26%	73
2024 Q1	$629K	Buy	7,444 +2,900	+64%	+$234K	0.26%	77
2023 Q4	$344K	Hold	4,544	–	–	0.22%	62
2023 Q3	$302K	Hold	4,544	–	–	0.21%	62
2023 Q2	$313K	Hold	4,544	–	–	0.21%	61
2023 Q1	$278K	Hold	4,544	–	–	0.2%	64
2022 Q4	$243K	Hold	4,544	–	–	0.19%	64
2022 Q3	$239K	Hold	4,544	–	–	0.2%	70
2022 Q2	$248K	Sell	4,544 -7,424	-62%	-$446K	0.21%	69
2022 Q1	$831K	Buy	11,968 +7,424	+163%	+$507K	0.52%	46
2021 Q4	$347K	Buy	+4,544	New	+$337K	0.25%	70

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

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Integral Investment Advisors's IWF Position: Q2 2025 in Review

Integral Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 4,264 shares — an estimated $385K sold.

Integral Investment Advisors first reported a position in IWF in Q4 2021 and held it in 14 quarters. The position peaked at $831K in Q1 2022. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Integral Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Integral Investment Advisors sold 4,264 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $385K.
Integral Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 14 quarters.
Integral Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $831K in Q1 2022.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Integral Investment Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.