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

Northwest Capital Management’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	-360	Closed	-$42.2K	–	162
2025 Q3	$42.2K	Sell	360 -7,400	-95%	-$824K	0.04%	125
2025 Q2	$824K	Hold	7,760	–	–	0.45%	51
2025 Q1	$701K	Hold	7,760	–	–	0.29%	66
2024 Q4	$779K	Hold	7,760	–	–	0.33%	57
2024 Q3	$728K	Hold	7,760	–	–	0.26%	57
2024 Q2	$707K	Sell	7,760 -1,176	-13%	-$100K	0.26%	59
2024 Q1	$753K	Hold	8,936	–	–	0.24%	58
2023 Q4	$677K	Hold	8,936	–	–	0.23%	59
2023 Q3	$594K	Hold	8,936	–	–	0.23%	58
2023 Q2	$615K	Hold	8,936	–	–	0.26%	55
2023 Q1	$546K	Sell	8,936 -740	-8%	-$42.6K	0.26%	55
2022 Q4	$518K	Buy	9,676 +2,276	+31%	+$125K	0.28%	58
2022 Q3	$389K	Hold	7,400	–	–	0.23%	60
2022 Q2	$405K	Hold	7,400	–	–	0.21%	59
2022 Q1	$514K	Hold	7,400	–	–	0.24%	53
2021 Q4	$511K	Sell	7,400 -2,364	-24%	-$175K	0.24%	53
2021 Q3	$709K	Hold	9,764	–	–	0.37%	37
2021 Q2	$685K	Hold	9,764	–	–	0.39%	36
2021 Q1	$593K	Hold	9,764	–	–	0.43%	29
2020 Q4	$589K	Hold	9,764	–	–	0.44%	30
2020 Q3	$529K	Hold	9,764	–	–	0.44%	29
2020 Q2	$469K	Hold	9,764	–	–	0.41%	29
2020 Q1	$368K	Hold	9,764	–	–	0.37%	34
2019 Q4	$429K	Sell	9,764 -76	-0.8%	-$3.17K	0.39%	37
2019 Q3	$393K	Hold	9,840	–	–	0.41%	42
2019 Q2	$387K	Hold	9,840	–	–	0.42%	41
2019 Q1	$372K	Sell	9,840 -76	-0.8%	-$2.73K	0.45%	40
2018 Q4	$324K	Buy	9,916 +4	+0%	+$141	0.46%	42
2018 Q3	$387K	Buy	9,912 +72	+0.7%	+$2.73K	0.41%	42
2018 Q2	$354K	Hold	9,840	–	–	0.44%	35
2018 Q1	$335K	Hold	9,840	–	–	0.36%	41
2017 Q4	$331K	Buy	+9,840	New	+$322K	0.36%	41

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwest Capital Management's IWF Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 360 shares — an estimated $42.2K sold.

Northwest Capital Management first reported a position in IWF in Q4 2017 and held it in 32 quarters. The position peaked at $824K in Q2 2025. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Northwest Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 360 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $42.2K.
Northwest Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 32 quarters.
Northwest Capital Management's iShares Russell 1000 Growth ETF position peaked at $824K in Q2 2025.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.