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McCarthy & Cox’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McCarthy & Cox’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 		– Sell
-3,384
Closed -$396K – 48
2025
Q3 		$396K Hold
3,384
– – 0.09% 46
2025
Q2 		$359K Hold
3,384
– – 0.09% 48
2025
Q1 		$305K Sell
3,384
-332
-9% -$32.8K 0.13% 47
2024
Q4 		$373K Hold
3,716
– – 0.13% 41
2024
Q3 		$349K Hold
3,716
– – 0.13% 41
2024
Q2 		$339K Hold
3,716
– – 0.13% 40
2024
Q1 		$313K Buy
+3,716
New +$299K 0.12% 40

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

McCarthy & Cox's IWF Position: Q4 2025 in Review

McCarthy & Cox sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 3,384 shares — an estimated $396K sold.

McCarthy & Cox first reported a position in IWF in Q1 2024 and held it in 7 quarters. The position peaked at $396K in Q3 2025. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • McCarthy & Cox reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 3,384 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $396K.
  • McCarthy & Cox first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and held it in 7 quarters.
  • McCarthy & Cox's iShares Russell 1000 Growth ETF position peaked at $396K in Q3 2025.
  • 2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.