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Moser Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Moser Wealth Advisors’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 		$578K Hold
5,448
– – 0.28% 61
2025
Q1 		$492K Buy
+5,448
New +$537K 0.26% 64

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moser Wealth Advisors's IWF Position: Q2 2025 in Review

Moser Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2025 at 5,448 shares worth $578K. The position accounts for 0.28% of the portfolio, ranked #61.

Moser Wealth Advisors first reported a position in IWF in Q1 2025 and has held it in 2 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Moser Wealth Advisors held 5,448 shares of iShares Russell 1000 Growth ETF worth $578K as of Q2 2025.
  • Moser Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2025.
  • iShares Russell 1000 Growth ETF made up 0.28% of Moser Wealth Advisors's portfolio in Q2 2025, its #61 holding.
  • Moser Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.