My Personal CFO LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

My Personal CFO LLC’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 Q4	–	Sell	-52,620	Closed	-$6.16M	–	134
2025 Q3	$6.16M	Buy	+52,620	New	+$5.86M	2.39%	14

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

My Personal CFO LLC's IWF Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 52,620 shares — an estimated $6.16M sold.

My Personal CFO LLC first reported a position in IWF in Q3 2025 and held it in 1 quarter. The position peaked at $6.16M in Q3 2025. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

My Personal CFO LLC reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 52,620 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $6.16M.
My Personal CFO LLC first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and held it in 1 quarter.
My Personal CFO LLC's iShares Russell 1000 Growth ETF position peaked at $6.16M in Q3 2025.
2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.