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MorganRosel Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MorganRosel Wealth Management’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
-984
Closed -$104K – 228
2025
Q2 		$104K Hold
984
– – 0.03% 141
2025
Q1 		$88.8K Buy
+984
New +$97.1K 0.03% 138

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

MorganRosel Wealth Management's IWF Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 984 shares — an estimated $104K sold.

MorganRosel Wealth Management first reported a position in IWF in Q1 2025 and held it in 2 quarters. The position peaked at $104K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 984 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $104K.
  • MorganRosel Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's iShares Russell 1000 Growth ETF position peaked at $104K in Q2 2025.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.