Norris Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Norris Financial Group’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
2026 Q1	$2.44M	Sell	22,904 -648	-3%	-$73.6K	0.8%	43
2025 Q4	$2.79M	Buy	23,552 +452	+2%	+$53.5K	0.95%	36
2025 Q3	$2.71M	Buy	23,100 +4,368	+23%	+$486K	0.99%	35
2025 Q2	$1.99M	Buy	18,732 +1,976	+12%	+$189K	0.81%	34
2025 Q1	$1.51M	Sell	16,756 -5,728	-25%	-$565K	0.71%	39
2024 Q4	$2.26M	Buy	22,484 +228	+1%	+$22.4K	1.06%	25
2024 Q3	$2.09M	Sell	22,256 -4,816	-18%	-$437K	1.03%	23
2024 Q2	$2.47M	Buy	27,072 +3,900	+17%	+$333K	1.28%	21
2024 Q1	$1.95M	Sell	23,172 -4,424	-16%	-$356K	1.07%	28
2023 Q4	$2.09M	Buy	+27,596	New	+$1.95M	1.27%	22

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return