Liberty Square Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Liberty Square Wealth Partners’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	-5,304	Closed	-$563K	–	152
2025 Q2	$563K	Hold	5,304	–	–	0.19%	70
2025 Q1	$479K	Hold	5,304	–	–	0.18%	79
2024 Q4	$552K	Buy	+5,304	New	+$522K	0.2%	72

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

Liberty Square Wealth Partners's IWF Position: Q3 2025 in Review

Liberty Square Wealth Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 5,304 shares — an estimated $563K sold.

Liberty Square Wealth Partners first reported a position in IWF in Q4 2024 and held it in 3 quarters. The position peaked at $563K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Liberty Square Wealth Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Liberty Square Wealth Partners sold 5,304 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $563K.
Liberty Square Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 3 quarters.
Liberty Square Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $563K in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Liberty Square Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.