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

JFG 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
Q3 		$715K Hold
6,108
– – 0.14% 36
2025
Q2 		$648K Hold
6,108
– – 0.14% 33
2025
Q1 		$551K Sell
6,108
-20,752
-77% -$2.05M 0.13% 46
2024
Q4 		$2.7M Sell
26,860
-852
-3% -$83.8K 0.62% 15
2024
Q3 		$2.6M Buy
27,712
+21,604
+354% +$1.96M 0.71% 16
2024
Q2 		$557K Hold
6,108
– – 0.16% 33
2024
Q1 		$515K Hold
6,108
– – 0.14% 31
2023
Q4 		$463K Hold
6,108
– – 0.13% 43
2023
Q3 		$406K Hold
6,108
– – 0.13% 22
2023
Q2 		$420K Hold
6,108
– – 0.13% 22
2023
Q1 		$373K Buy
6,108
+1,084
+22% +$62.5K 0.13% 17
2022
Q4 		$269K Sell
5,024
-13,880
-73% -$764K 0.09% 26
2022
Q3 		$994K Buy
18,904
+13,880
+276% +$816K 0.33% 24
2022
Q2 		$274K Hold
5,024
– – 0.1% 28
2022
Q1 		$349K Buy
+5,024
New +$343K 0.1% 25

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JFG Wealth Management's IWF Position: Q3 2025 in Review

JFG Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 6,108 shares worth $715K. The position accounts for 0.14% of the portfolio, ranked #36.

JFG Wealth Management first reported a position in IWF in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.7M in Q4 2024. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • JFG Wealth Management held 6,108 shares of iShares Russell 1000 Growth ETF worth $715K as of Q3 2025.
  • JFG Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
  • iShares Russell 1000 Growth ETF made up 0.14% of JFG Wealth Management's portfolio in Q3 2025, its #36 holding.
  • JFG Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 15 quarters since.
  • JFG Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.7M in Q4 2024.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.