MPW
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Monterey Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Monterey Private Wealth’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 		$671K Sell
7,432
-76
-1% -$7.5K 0.2% 50
2024
Q4 		$754K Sell
7,508
-64
-0.8% -$6.29K 0.25% 47
2024
Q3 		$710K Sell
7,572
-4
-0.1% -$363 0.24% 49
2024
Q2 		$690K Sell
7,576
-64
-0.8% -$5.46K 0.26% 50
2024
Q1 		$644K Sell
7,640
-84
-1% -$6.77K 0.26% 50
2023
Q4 		$585K Sell
7,724
-28
-0.4% -$1.98K 0.26% 48
2023
Q3 		$515K Sell
7,752
-60
-0.8% -$4.14K 0.26% 49
2023
Q2 		$537K Sell
7,812
-36
-0.5% -$2.29K 0.26% 47
2023
Q1 		$479K Buy
7,848
+8
+0.1% +$461 0.25% 55
2022
Q4 		$420K Buy
7,840
+12
+0.2% +$660 0.23% 54
2022
Q3 		$419K Buy
7,828
+92
+1% +$5.41K 0.25% 52
2022
Q2 		$423K Buy
7,736
+12
+0.2% +$720 0.24% 56
2022
Q1 		$544K Hold
7,724
– – 0.26% 58
2021
Q4 		$590K Buy
7,724
+424
+6% +$31.4K 0.29% 53
2021
Q3 		$501K Sell
7,300
-56
-0.8% -$3.96K 0.28% 52
2021
Q2 		$499K Buy
7,356
+4
+0.1% +$258 0.29% 52
2021
Q1 		$482K Buy
7,352
+4
+0.1% +$243 0.27% 48
2020
Q4 		$443K Buy
7,348
+4
+0.1% +$228 0.26% 48
2020
Q3 		$398K Buy
7,344
+4
+0.1% +$211 0.26% 51
2020
Q2 		$352K Buy
7,340
+12
+0.2% +$529 0.25% 49
2020
Q1 		$276K Hold
7,328
– – 0.24% 51
2019
Q4 		$322K Buy
+7,328
New +$306K 0.26% 52

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Monterey Private Wealth's IWF Position: Q1 2025 in Review

Monterey Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q1 2025, selling an estimated $7.5K and leaving 7,432 shares worth $671K. The position accounts for 0.2% of the portfolio, ranked #50.

Monterey Private Wealth first reported a position in IWF in Q4 2019 and has held it in 22 quarters since. The position peaked at $754K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Monterey Private Wealth held 7,432 shares of iShares Russell 1000 Growth ETF worth $671K as of Q1 2025.
  • Monterey Private Wealth sold 76 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $7.5K.
  • iShares Russell 1000 Growth ETF made up 0.2% of Monterey Private Wealth's portfolio in Q1 2025, its #50 holding.
  • Monterey Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's iShares Russell 1000 Growth ETF position peaked at $754K in Q4 2024.
  • 2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.