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Kozak & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kozak & Associates’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
-56
Closed -$6.53K – 455
2025
Q3 		$6.53K Buy
+56
New +$6.24K ﹤0.01% 289
2024
Q1 		– Sell
-40
Closed -$3.05K – 420
2023
Q4 		$3.05K Buy
+40
New +$2.83K ﹤0.01% 297
2022
Q4 		– Sell
-124,352
Closed -$6.49M – 337
2022
Q3 		$6.49M Buy
+124,352
New +$7.31M 4.09% 7

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kozak & Associates's IWF Position: Q4 2025 in Review

Kozak & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 56 shares — an estimated $6.53K sold.

Kozak & Associates first reported a position in IWF in Q3 2022 and held it in 3 quarters. The position peaked at $6.49M in Q3 2022. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Kozak & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 56 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $6.53K.
  • Kozak & Associates first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 3 quarters.
  • Kozak & Associates's iShares Russell 1000 Growth ETF position peaked at $6.49M in Q3 2022.
  • 2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.