Mogy Joel R Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mogy Joel R Investment Counsel’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 Q3	–	Sell	-8	Closed	-$849	–	121
2025 Q2	$849	Buy	+8	New	+$765	﹤0.01%	127
2024 Q2	–	Sell	-980	Closed	-$82.4K	–	111
2024 Q1	$82.4K	Buy	+980	New	+$79K	0.01%	110
2023 Q2	–	Sell	-480	Closed	-$29.3K	–	120
2023 Q1	$29.3K	Buy	+480	New	+$27.7K	﹤0.01%	117
2022 Q1	–	Sell	-3,232	Closed	-$247K	–	119
2021 Q4	$247K	Buy	+3,232	New	+$240K	0.02%	115

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Mogy Joel R Investment Counsel's IWF Position: Q3 2025 in Review

Mogy Joel R Investment Counsel sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 8 shares — an estimated $849 sold.

Mogy Joel R Investment Counsel first reported a position in IWF in Q4 2021 and held it in 4 quarters. The position peaked at $247K in Q4 2021. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Mogy Joel R Investment Counsel reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 8 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $849.
Mogy Joel R Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 4 quarters.
Mogy Joel R Investment Counsel's iShares Russell 1000 Growth ETF position peaked at $247K in Q4 2021.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2025, filed 16 Oct 2025.