Koesten Hirschmann & Crabtree’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-968	Closed	-$113K	–	136
2025 Q3	$113K	Hold	968	–	–	0.05%	58
2025 Q2	$103K	Hold	968	–	–	0.05%	57
2025 Q1	$87.4K	Hold	968	–	–	0.05%	60
2024 Q4	$97.2K	Hold	968	–	–	0.06%	57
2024 Q3	$90.8K	Hold	968	–	–	0.05%	59
2024 Q2	$81.6K	Hold	968	–	–	0.05%	66
2024 Q1	$81.6K	Hold	968	–	–	0.05%	66
2023 Q4	$73.4K	Hold	968	–	–	0.05%	58
2023 Q3	$64.4K	Hold	968	–	–	0.05%	50
2023 Q2	$66.6K	Sell	968 -300	-24%	-$19.1K	0.05%	50
2023 Q1	$77.5K	Sell	1,268 -184	-13%	-$10.6K	0.06%	48
2022 Q4	$77.7K	Buy	+1,452	New	+$79.9K	0.06%	46

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Koesten Hirschmann & Crabtree's IWF Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 968 shares — an estimated $113K sold.

Koesten Hirschmann & Crabtree first reported a position in IWF in Q4 2022 and held it in 12 quarters. The position peaked at $113K in Q3 2025. 2,521 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 968 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $113K.
Koesten Hirschmann & Crabtree first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares Russell 1000 Growth ETF position peaked at $113K in Q3 2025.
2,521 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.