Moisand Fitzgerald Tamayo’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Moisand Fitzgerald Tamayo’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	-808	Closed	-$72.9K	–	591
2025 Q1	$72.9K	Hold	808	–	–	0.01%	162
2024 Q4	$81.1K	Sell	808 -8	-1%	-$787	0.01%	153
2024 Q3	$76.6K	Hold	816	–	–	0.01%	164
2024 Q2	$74.4K	Hold	816	–	–	0.01%	151
2024 Q1	$68.8K	Hold	816	–	–	0.01%	158
2023 Q4	$61.8K	Hold	816	–	–	0.01%	161
2023 Q3	$54.3K	Hold	816	–	–	0.01%	167
2023 Q2	$56.1K	Hold	816	–	–	0.01%	162
2023 Q1	$49.8K	Hold	816	–	–	0.01%	179
2022 Q4	$43.7K	Hold	816	–	–	0.01%	185
2022 Q3	$43K	Hold	816	–	–	0.01%	173
2022 Q2	$45K	Buy	+816	New	+$49K	0.01%	164
2022 Q1	–	Sell	-888	Closed	-$68K	–	584
2021 Q4	$68K	Hold	888	–	–	0.02%	129
2021 Q3	$61K	Hold	888	–	–	0.02%	131
2021 Q2	$60K	Buy	+888	New	+$57.3K	0.02%	137
2021 Q1	–	Sell	-52	Closed	-$3K	–	379
2020 Q4	$3K	Buy	+52	New	+$2.96K	﹤0.01%	289

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Moisand Fitzgerald Tamayo's IWF Position: Q2 2025 in Review

Moisand Fitzgerald Tamayo sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 808 shares — an estimated $72.9K sold.

Moisand Fitzgerald Tamayo first reported a position in IWF in Q4 2020 and held it in 16 quarters. The position peaked at $81.1K in Q4 2024. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Moisand Fitzgerald Tamayo reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 808 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $72.9K.
Moisand Fitzgerald Tamayo first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 16 quarters.
Moisand Fitzgerald Tamayo's iShares Russell 1000 Growth ETF position peaked at $81.1K in Q4 2024.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2025, filed 16 Jul 2025.