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

Objective 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 Q1	–	Sell	-2,652	Closed	-$266K	–	110
2024 Q4	$266K	Sell	2,652 -18,928	-88%	-$1.86M	0.18%	110
2024 Q3	$2.03M	Buy	+21,580	New	+$1.96M	1.19%	22
2024 Q1	$1.86M	Sell	22,116 -928	-4%	-$74.8K	1.26%	23
2023 Q4	$1.75M	Hold	23,044	–	–	1.33%	21
2023 Q3	$1.53M	Hold	23,044	–	–	1.36%	21
2023 Q2	$1.59M	Sell	23,044 -1,072	-4%	-$68.2K	1.39%	21
2023 Q1	$1.47M	Sell	24,116 -832	-3%	-$47.9K	1.35%	22
2022 Q4	$1.34M	Buy	24,948 +4	+0%	+$220	1.33%	22
2022 Q3	$1.31M	Sell	24,944 -1,184	-5%	-$69.6K	1.4%	22
2022 Q2	$1.43M	Sell	26,128 -3,620	-12%	-$217K	1.44%	22
2022 Q1	$2.06M	Sell	29,748 -9,760	-25%	-$666K	1.59%	20
2021 Q4	$3.02M	Buy	+39,508	New	+$2.93M	2.13%	10

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

Objective Capital Management's IWF Position: Q1 2025 in Review

Objective Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 2,652 shares — an estimated $266K sold.

Objective Capital Management first reported a position in IWF in Q4 2021 and held it in 12 quarters. The position peaked at $3.02M in Q4 2021. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Objective Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 2,652 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $266K.
Objective Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 12 quarters.
Objective Capital Management's iShares Russell 1000 Growth ETF position peaked at $3.02M in Q4 2021.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.