Maxele Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Maxele 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 Q4	$1.35M	Sell	11,408 -160	-1%	-$19K	1.1%	30
2025 Q3	$1.35M	Sell	11,568 -20	-0.2%	-$2.23K	1.17%	29
2025 Q2	$1.23M	Sell	11,588 -80	-0.7%	-$7.65K	1.07%	33
2025 Q1	$1.05M	Sell	11,668 -280	-2%	-$27.6K	1.02%	33
2024 Q4	$1.2M	Buy	+11,948	New	+$1.18M	1.14%	31
2022 Q3	$709K	Sell	13,480 -228	-2%	-$13.4K	1.19%	25
2022 Q2	$750K	Sell	13,708 -1,548	-10%	-$92.9K	1.18%	25
2022 Q1	$1.06M	Sell	15,256 -2,184	-13%	-$149K	1.31%	22
2021 Q4	$1.33M	Buy	+17,440	New	+$1.29M	1.54%	15

Other funds holding IWF

Bank of America

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return