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Marshall & Sterling Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Marshall & Sterling Wealth Advisors’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
-76
Closed -$6.87K – 659
2025
Q1 		$6.87K Buy
+76
New +$7.5K ﹤0.01% 399

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IWF Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 76 shares — an estimated $6.87K sold.

Marshall & Sterling Wealth Advisors first reported a position in IWF in Q1 2025 and held it in 1 quarter. The position peaked at $6.87K in Q1 2025. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 76 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $6.87K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $6.87K in Q1 2025.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.