Jentner Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
6,464
-16
| -0.2% | -$1.53K | 0.18% | 30 |
|
|
2025
Q1 | $585K | Sell |
6,480
-156
| -2% | -$15.4K | 0.18% | 32 |
|
|
2024
Q4 | $666K | Hold |
6,636
| – | – | 0.19% | 33 |
|
|
2024
Q3 | $623K | Sell |
6,636
-48
| -0.7% | -$4.35K | 0.19% | 33 |
|
|
2024
Q2 | $609K | Sell |
6,684
-124
| -2% | -$10.6K | 0.2% | 31 |
|
|
2024
Q1 | $574K | Sell |
6,808
-160
| -2% | -$12.9K | 0.2% | 31 |
|
|
2023
Q4 | $528K | Hold |
6,968
| – | – | 0.2% | 31 |
|
|
2023
Q3 | $463K | Sell |
6,968
-224
| -3% | -$15.5K | 0.29% | 30 |
|
|
2023
Q2 | $495K | Sell |
7,192
-460
| -6% | -$29.3K | 0.31% | 30 |
|
|
2023
Q1 | $467K | Sell |
7,652
-380
| -5% | -$21.9K | 0.32% | 29 |
|
|
2022
Q4 | $430K | Hold |
8,032
| – | – | 0.32% | 29 |
|
|
2022
Q3 | $422K | Sell |
8,032
-80
| -1% | -$4.7K | 0.34% | 26 |
|
|
2022
Q2 | $444K | Hold |
8,112
| – | – | 0.34% | 26 |
|
|
2022
Q1 | $563K | Sell |
8,112
-580
| -7% | -$39.6K | 0.41% | 20 |
|
|
2021
Q4 | $664K | Sell |
8,692
-128
| -1% | -$9.49K | 0.44% | 20 |
|
|
2021
Q3 | $604K | Hold |
8,820
| – | – | 0.41% | 20 |
|
|
2021
Q2 | $599K | Hold |
8,820
| – | – | 0.42% | 19 |
|
|
2021
Q1 | $536K | Sell |
8,820
-644
| -7% | -$39.2K | 0.42% | 17 |
|
|
2020
Q4 | $571K | Sell |
9,464
-336
| -3% | -$19.1K | 0.56% | 14 |
|
|
2020
Q3 | $531K | Hold |
9,800
| – | – | 0.58% | 13 |
|
|
2020
Q2 | $470K | Sell |
9,800
-172
| -2% | -$7.58K | 0.53% | 16 |
|
|
2020
Q1 | $376K | Sell |
9,972
-884
| -8% | -$38.1K | 0.49% | 15 |
|
|
2019
Q4 | $477K | Sell |
10,856
-888
| -8% | -$37.1K | 0.5% | 18 |
|
|
2019
Q3 | $469K | Hold |
11,744
| – | – | 0.38% | 18 |
|
|
2019
Q2 | $462K | Hold |
11,744
| – | – | 0.38% | 16 |
|
|
2019
Q1 | $444K | Sell |
11,744
-2,940
| -20% | -$106K | 0.37% | 14 |
|
|
2018
Q4 | $481K | Buy |
14,684
+2,144
| +17% | +$75.6K | 0.44% | 13 |
|
|
2018
Q3 | $489K | Sell |
12,540
-2,688
| -18% | -$102K | 0.41% | 13 |
|
|
2018
Q2 | $547K | Sell |
15,228
-100
| -0.7% | -$3.53K | 0.46% | 10 |
|
|
2018
Q1 | $521K | Sell |
15,328
-68
| -0.4% | -$2.38K | 0.45% | 12 |
|
|
2017
Q4 | $521K | Hold |
15,396
| – | – | 0.46% | 12 |
|
|
2017
Q3 | $481K | Sell |
15,396
-404
| -3% | -$12.4K | 0.44% | 14 |
|
|
2017
Q2 | $470K | Sell |
15,800
-196
| -1% | -$5.75K | 0.44% | 13 |
|
|
2017
Q1 | $455K | Sell |
15,996
-1,080
| -6% | -$30K | 0.44% | 13 |
|
|
2016
Q4 | $448K | Buy |
+17,076
| New | +$443K | 0.45% | 12 |
|
Other funds holding IWF
Jentner Corp's IWF Position: Q2 2025 in Review
Jentner Corp reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.25% in Q2 2025, selling an estimated $1.53K and leaving 6,464 shares worth $686K. The position accounts for 0.18% of the portfolio, ranked #30.
Jentner Corp first reported a position in IWF in Q4 2016 and has held it in 35 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.
- Jentner Corp held 6,464 shares of iShares Russell 1000 Growth ETF worth $686K as of Q2 2025.
- Jentner Corp sold 16 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $1.53K.
- iShares Russell 1000 Growth ETF made up 0.18% of Jentner Corp's portfolio in Q2 2025, its #30 holding.
- Jentner Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 35 quarters since.
- 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.
Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.