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Northwest Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Northwest Financial Advisors’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
-2,428
Closed -$284K – 75
2025
Q3 		$284K Sell
2,428
-4,924
-67% -$548K 0.37% 72
2025
Q2 		$780K Sell
7,352
-892
-11% -$85.3K 1.09% 27
2025
Q1 		$744K Sell
8,244
-184
-2% -$18.2K 0.62% 41
2024
Q4 		$846K Buy
8,428
+5,216
+162% +$513K 0.7% 39
2024
Q3 		$301K Buy
3,212
+560
+21% +$50.8K 0.24% 78
2024
Q2 		$242K Buy
2,652
+184
+7% +$15.7K 0.25% 79
2024
Q1 		$208K Hold
2,468
– – 0.23% 86
2023
Q4 		$187K Buy
+2,468
New +$175K 0.16% 91

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest Financial Advisors's IWF Position: Q4 2025 in Review

Northwest Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 2,428 shares — an estimated $284K sold.

Northwest Financial Advisors first reported a position in IWF in Q4 2023 and held it in 8 quarters. The position peaked at $846K in Q4 2024. 2,521 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Northwest Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,428 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $284K.
  • Northwest Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 8 quarters.
  • Northwest Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $846K in Q4 2024.
  • 2,521 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

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