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

Litman Gregory 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 Q4	$334K	Sell	2,824 -1,140	-29%	-$135K	0.02%	116
2025 Q3	$464K	Sell	3,964 -17,264	-81%	-$1.92M	0.03%	102
2025 Q2	$2.25M	Buy	21,228 +18,064	+571%	+$1.73M	0.18%	56
2025 Q1	$285K	Hold	3,164	–	–	0.02%	119
2024 Q4	$318K	Hold	3,164	–	–	0.03%	106
2024 Q3	$297K	Hold	3,164	–	–	0.02%	117
2024 Q2	$288K	Hold	3,164	–	–	0.03%	113
2024 Q1	$266K	Sell	3,164 -388	-11%	-$31.3K	0.02%	115
2023 Q4	$269K	Buy	+3,552	New	+$251K	0.03%	109
2022 Q1	–	Sell	-7,696	Closed	-$588K	–	70
2021 Q4	$588K	Buy	+7,696	New	+$571K	0.1%	52
2021 Q2	–	Sell	-308	Closed	-$19K	–	126
2021 Q1	$19K	Hold	308	–	–	﹤0.01%	135
2020 Q4	$19K	Hold	308	–	–	﹤0.01%	132
2020 Q3	$17K	Sell	308 -60	-16%	-$3.16K	﹤0.01%	125
2020 Q2	$18K	Hold	368	–	–	﹤0.01%	116
2020 Q1	$14K	Sell	368 -616	-63%	-$26.5K	﹤0.01%	113
2019 Q4	$43K	Buy	984 +924	+1,540%	+$38.6K	0.01%	100
2019 Q3	$2K	Sell	60 -616	-91%	-$24.7K	﹤0.01%	182
2019 Q2	$27K	Hold	676	–	–	0.01%	119
2019 Q1	$26K	Hold	676	–	–	0.01%	83
2018 Q4	$22K	Hold	676	–	–	0.01%	93
2018 Q3	$26K	Sell	676 -648	-49%	-$24.5K	0.01%	71
2018 Q2	$48K	Hold	1,324	–	–	0.02%	53
2018 Q1	$45K	Hold	1,324	–	–	0.02%	99
2017 Q4	$45K	Hold	1,324	–	–	0.01%	51
2017 Q3	$41K	Hold	1,324	–	–	0.02%	54
2017 Q2	$39K	Hold	1,324	–	–	0.02%	36
2017 Q1	$38K	Hold	1,324	–	–	0.02%	40
2016 Q4	$35K	Buy	+1,324	New	+$34.4K	0.02%	36

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Litman Gregory Wealth Management's IWF Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 29% in Q4 2025, selling an estimated $135K and leaving 2,824 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #116.

Litman Gregory Wealth Management first reported a position in IWF in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.25M in Q2 2025. 2,528 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Litman Gregory Wealth Management held 2,824 shares of iShares Russell 1000 Growth ETF worth $334K as of Q4 2025.
Litman Gregory Wealth Management sold 1,140 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $135K.
iShares Russell 1000 Growth ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #116 holding.
Litman Gregory Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 28 quarters since.
Litman Gregory Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.25M in Q2 2025.
2,528 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.