JDM Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JDM Financial Group’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 Q3	–	Sell	-1,516	Closed	-$161K	–	284
2025 Q2	$161K	Buy	1,516 +4	+0.3%	+$382	0.08%	55
2025 Q1	$137K	Hold	1,512	–	–	0.07%	56
2024 Q4	$152K	Buy	1,512 +4	+0.3%	+$393	0.08%	52
2024 Q3	$142K	Hold	1,508	–	–	0.08%	55
2024 Q2	$137K	Buy	1,508 +4	+0.3%	+$342	0.09%	53
2024 Q1	$127K	Hold	1,504	–	–	0.09%	46
2023 Q4	$114K	Buy	1,504 +4	+0.3%	+$283	0.09%	46
2023 Q3	$99.7K	Hold	1,500	–	–	0.09%	45
2023 Q2	$103K	Buy	1,500 +4	+0.3%	+$254	0.09%	47
2023 Q1	$91.4K	Buy	1,496 +4	+0.3%	+$230	0.08%	49
2022 Q4	$80K	Buy	+1,492	New	+$82.1K	0.08%	51

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

JDM Financial Group's IWF Position: Q3 2025 in Review

JDM Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 1,516 shares — an estimated $161K sold.

JDM Financial Group first reported a position in IWF in Q4 2022 and held it in 11 quarters. The position peaked at $161K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

JDM Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
JDM Financial Group sold 1,516 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $161K.
JDM Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 11 quarters.
JDM Financial Group's iShares Russell 1000 Growth ETF position peaked at $161K in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on JDM Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.