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Marcum Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Marcum 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
Q1 		$4.23M Sell
46,808
-1,332
-3% -$131K 0.37% 32
2024
Q4 		$4.83M Buy
48,140
+1,840
+4% +$181K 0.42% 29
2024
Q3 		$4.34M Sell
46,300
-552
-1% -$50K 0.4% 28
2024
Q2 		$4.27M Buy
46,852
+784
+2% +$66.9K 0.43% 25
2024
Q1 		$3.88M Sell
46,068
-6,008
-12% -$484K 0.39% 26
2023
Q4 		$3.95M Buy
52,076
+4,716
+10% +$333K 0.42% 25
2023
Q3 		$3.15M Buy
47,360
+31,912
+207% +$2.2M 0.38% 27
2023
Q2 		$1.06M Sell
15,448
-41,948
-73% -$2.67M 0.12% 88
2023
Q1 		$3.51M Buy
57,396
+22,716
+66% +$1.31M 0.44% 24
2022
Q4 		$1.86M Buy
34,680
+17,276
+99% +$950K 0.25% 46
2022
Q3 		$915K Sell
17,404
-4,008
-19% -$236K 0.14% 87
2022
Q2 		$1.17M Sell
21,412
-4,580
-18% -$275K 0.18% 73
2022
Q1 		$1.8M Sell
25,992
-7,372
-22% -$503K 0.25% 52
2021
Q4 		$2.55M Buy
33,364
+4,432
+15% +$329K 0.35% 33
2021
Q3 		$1.98M Buy
28,932
+13,848
+92% +$980K 0.31% 40
2021
Q2 		$1.02M Buy
15,084
+348
+2% +$22.4K 0.17% 89
2021
Q1 		$895K Buy
+14,736
New +$897K 0.15% 105

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marcum Wealth's IWF Position: Q1 2025 in Review

Marcum Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q1 2025, selling an estimated $131K and leaving 46,808 shares worth $4.23M. The position accounts for 0.37% of the portfolio, ranked #32.

Marcum Wealth first reported a position in IWF in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.83M in Q4 2024. 2,213 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Marcum Wealth held 46,808 shares of iShares Russell 1000 Growth ETF worth $4.23M as of Q1 2025.
  • Marcum Wealth sold 1,332 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $131K.
  • iShares Russell 1000 Growth ETF made up 0.37% of Marcum Wealth's portfolio in Q1 2025, its #32 holding.
  • Marcum Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's iShares Russell 1000 Growth ETF position peaked at $4.83M in Q4 2024.
  • 2,213 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.