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

Iron Horse 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 Q2	$12.7K	Hold	120	–	–	﹤0.01%	249
2025 Q1	$10.8K	Hold	120	–	–	﹤0.01%	261
2024 Q4	$12K	Hold	120	–	–	﹤0.01%	223
2024 Q3	$11.3K	Hold	120	–	–	﹤0.01%	228
2024 Q2	$10.9K	Hold	120	–	–	﹤0.01%	211
2024 Q1	$10.1K	Hold	120	–	–	﹤0.01%	195
2023 Q4	$9.1K	Hold	120	–	–	﹤0.01%	200
2023 Q3	$7.98K	Hold	120	–	–	﹤0.01%	209
2023 Q2	$8.26K	Hold	120	–	–	﹤0.01%	161
2023 Q1	$7.33K	Hold	120	–	–	﹤0.01%	178
2022 Q4	$6K	Buy	120 +40	+50%	+$2.2K	﹤0.01%	145
2022 Q3	$4K	Sell	80 -40	-33%	-$2.35K	0.01%	106
2022 Q2	$7K	Hold	120	–	–	﹤0.01%	136
2022 Q1	$8K	Hold	120	–	–	﹤0.01%	143
2021 Q4	$9K	Hold	120	–	–	0.01%	123
2021 Q3	$8K	Hold	120	–	–	0.01%	121
2021 Q2	$8K	Hold	120	–	–	0.01%	124
2021 Q1	$7K	Hold	120	–	–	0.01%	122
2020 Q4	$7K	Buy	+120	New	+$6.83K	0.01%	115

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

Iron Horse Wealth Management's IWF Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2025 at 120 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Iron Horse Wealth Management first reported a position in IWF in Q4 2020 and has held it in 19 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Iron Horse Wealth Management held 120 shares of iShares Russell 1000 Growth ETF worth $12.7K as of Q2 2025.
Iron Horse Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2025.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #249 holding.
Iron Horse Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 19 quarters since.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.