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

Jamison Private 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
2026 Q1	$884K	Sell	8,292 -20	-0.2%	-$2.27K	0.11%	121
2025 Q4	$983K	Buy	8,312 +92	+1%	+$10.9K	0.12%	117
2025 Q3	$963K	Sell	8,220 -108	-1%	-$12K	0.12%	115
2025 Q2	$884K	Buy	8,328 +5,496	+194%	+$526K	0.13%	112
2025 Q1	$256K	Hold	2,832	–	–	0.04%	183
2024 Q4	$284K	Sell	2,832 -24	-0.8%	-$2.36K	0.04%	180
2024 Q3	$268K	Hold	2,856	–	–	0.04%	170
2024 Q2	$260K	Hold	2,856	–	–	0.04%	161
2024 Q1	$241K	Buy	2,856 +2,692	+1,641%	+$217K	0.04%	164
2023 Q4	$12.4K	Hold	164	–	–	﹤0.01%	294
2023 Q3	$10.8K	Buy	+164	New	+$11.3K	﹤0.01%	292

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return