Napatree Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Napatree Capital’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	$345K	Buy	+3,824	New	+$377K	0.19%	137

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

Napatree Capital's IWF Position: Q1 2025 in Review

Napatree Capital opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2025: 3,824 shares worth $345K. The stake represents 0.19% of the portfolio and ranks #137 among its holdings.

2,213 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Napatree Capital held 3,824 shares of iShares Russell 1000 Growth ETF worth $345K as of Q1 2025.
iShares Russell 1000 Growth ETF was a new Napatree Capital position in Q1 2025.
iShares Russell 1000 Growth ETF made up 0.19% of Napatree Capital's portfolio in Q1 2025, its #137 holding.
2,213 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.