Northeast Financial Consultants’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Northeast Financial Consultants’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	$4.35M	Sell	41,020 -4	-0%	-$382	0.18%	69
2025 Q1	$3.7M	Hold	41,024	–	–	0.16%	74
2024 Q4	$4.12M	Hold	41,024	–	–	0.17%	70
2024 Q3	$3.85M	Hold	41,024	–	–	0.17%	74
2024 Q2	$3.74M	Hold	41,024	–	–	0.17%	72
2024 Q1	$3.46M	Hold	41,024	–	–	0.17%	82
2023 Q4	$3.11M	Hold	41,024	–	–	0.17%	84
2023 Q3	$2.73M	Hold	41,024	–	–	0.17%	84
2023 Q2	$2.82M	Hold	41,024	–	–	0.17%	86
2023 Q1	$2.51M	Hold	41,024	–	–	0.16%	90
2022 Q4	$2.2M	Hold	41,024	–	–	0.15%	94
2022 Q3	$2.16M	Buy	41,024 +364	+0.9%	+$21.4K	0.16%	89
2022 Q2	$2.22M	Sell	40,660 -6,840	-14%	-$411K	0.16%	87
2022 Q1	$3.3M	Buy	47,500 +3,176	+7%	+$217K	0.19%	76
2021 Q4	$3.39M	Buy	44,324 +1,452	+3%	+$108K	0.2%	67
2021 Q3	$2.94M	Buy	42,872 +1,932	+5%	+$137K	0.2%	72
2021 Q2	$2.78M	Hold	40,940	–	–	0.19%	76
2021 Q1	$2.49M	Hold	40,940	–	–	0.19%	74
2020 Q4	$2.47M	Hold	40,940	–	–	0.2%	70
2020 Q3	$2.22M	Buy	40,940 +10,816	+36%	+$570K	0.2%	71
2020 Q2	$1.45M	Hold	30,124	–	–	0.14%	91
2020 Q1	$1.14M	Hold	30,124	–	–	0.13%	101
2019 Q4	$1.32M	Hold	30,124	–	–	0.12%	109
2019 Q3	$1.2M	Hold	30,124	–	–	0.12%	116
2019 Q2	$1.19M	Hold	30,124	–	–	0.12%	111
2019 Q1	$1.14M	Buy	+30,124	New	+$1.08M	0.13%	103
2018 Q4	–	Sell	-23,540	Closed	-$917K	–	183
2018 Q3	$917K	Sell	23,540 -500	-2%	-$18.9K	0.25%	57
2018 Q2	$864K	Hold	24,040	–	–	0.27%	56
2018 Q1	$817K	Buy	24,040 +1,480	+7%	+$51.9K	0.27%	56
2017 Q4	$759K	Buy	22,560 +9,804	+77%	+$321K	0.25%	66
2017 Q3	$399K	Buy	12,756 +3,940	+45%	+$121K	0.15%	101
2017 Q2	$262K	Hold	8,816	–	–	0.1%	120
2017 Q1	$251K	Hold	8,816	–	–	0.1%	125
2016 Q4	$231K	Hold	8,816	–	–	0.1%	133
2016 Q3	$230K	Hold	8,816	–	–	0.1%	138
2016 Q2	$221K	Hold	8,816	–	–	0.1%	131
2016 Q1	$220K	Hold	8,816	–	–	0.12%	120
2015 Q4	$219K	Hold	8,816	–	–	0.11%	113
2015 Q3	$205K	Hold	8,816	–	–	0.1%	129
2015 Q2	$218K	Hold	8,816	–	–	0.1%	139
2015 Q1	$218K	Buy	+8,816	New	+$215K	0.1%	132

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

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

Northeast Financial Consultants's IWF Position: Q2 2025 in Review

Northeast Financial Consultants reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2025, selling an estimated $382 and leaving 41,020 shares worth $4.35M. The position accounts for 0.18% of the portfolio, ranked #69.

Northeast Financial Consultants first reported a position in IWF in Q1 2015 and has held it in 41 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Northeast Financial Consultants held 41,020 shares of iShares Russell 1000 Growth ETF worth $4.35M as of Q2 2025.
Northeast Financial Consultants sold 4 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $382.
iShares Russell 1000 Growth ETF made up 0.18% of Northeast Financial Consultants's portfolio in Q2 2025, its #69 holding.
Northeast Financial Consultants first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 41 quarters since.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.