Live Oak Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Live Oak Private Wealth’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 Q2	–	Sell	-2,548	Closed	-$230K	–	193
2025 Q1	$230K	Buy	+2,548	New	+$251K	0.04%	167

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

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Live Oak Private Wealth's IWF Position: Q2 2025 in Review

Live Oak Private Wealth sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 2,548 shares — an estimated $230K sold.

Live Oak Private Wealth first reported a position in IWF in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Live Oak Private Wealth reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Live Oak Private Wealth sold 2,548 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $230K.
Live Oak Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and held it in 1 quarter.
Live Oak Private Wealth's iShares Russell 1000 Growth ETF position peaked at $230K in Q1 2025.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Live Oak Private Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.