Montag & Caldwell’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Montag & Caldwell’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 Q1	–	Sell	-3,212	Closed	-$322K	–	136
2024 Q4	$322K	Buy	+3,212	New	+$316K	0.07%	84
2023 Q1	–	Sell	-35,832	Closed	-$1.92M	–	88
2022 Q4	$1.92M	Buy	35,832 +19,280	+116%	+$1.06M	0.28%	34
2022 Q3	$871K	Buy	16,552 +672	+4%	+$39.5K	0.13%	45
2022 Q2	$868K	Buy	+15,880	New	+$953K	0.13%	45
2019 Q1	–	Sell	-37,000	Closed	-$1.21M	–	78
2018 Q4	$1.21M	Buy	+37,000	New	+$1.3M	0.07%	35
2017 Q1	–	Sell	-60,300	Closed	-$1.58M	–	91
2016 Q4	$1.58M	Buy	+60,300	New	+$1.57M	0.04%	31
2016 Q1	–	Sell	-19,988	Closed	-$497K	–	97
2015 Q4	$497K	Buy	+19,988	New	+$499K	0.01%	75

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montag & Caldwell's IWF Position: Q1 2025 in Review

Montag & Caldwell sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 3,212 shares — an estimated $322K sold.

Montag & Caldwell first reported a position in IWF in Q4 2015 and held it in 7 quarters. The position peaked at $1.92M in Q4 2022. 2,213 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Montag & Caldwell reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Montag & Caldwell sold 3,212 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $322K.
Montag & Caldwell first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and held it in 7 quarters.
Montag & Caldwell's iShares Russell 1000 Growth ETF position peaked at $1.92M in Q4 2022.
2,213 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Montag & Caldwell's 13F filing for Q1 2025, filed 13 May 2025.