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Oldfather Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oldfather Financial Services’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 		$11.6M Sell
97,764
-3,756
-4% -$445K 3.44% 7
2025
Q3 		$11.9M Sell
101,520
-668
-0.7% -$74.4K 3.7% 5
2025
Q2 		$10.8M Sell
102,188
-728
-0.7% -$69.6K 3.73% 5
2025
Q1 		$9.29M Sell
102,916
-4,772
-4% -$471K 3.53% 8
2024
Q4 		$10.8M Sell
107,688
-2,624
-2% -$258K 4.12% 5
2024
Q3 		$10.4M Sell
110,312
-704
-0.6% -$63.8K 3.98% 5
2024
Q2 		$10.1M Sell
111,016
-1,064
-0.9% -$90.8K 4.15% 5
2024
Q1 		$9.44M Sell
112,080
-2,236
-2% -$180K 3.89% 5
2023
Q4 		$8.66M Buy
114,316
+2,456
+2% +$174K 3.86% 5
2023
Q3 		$7.44M Sell
111,860
-1,968
-2% -$136K 3.77% 5
2023
Q2 		$7.83M Sell
113,828
-2,288
-2% -$145K 3.83% 5
2023
Q1 		$7.09M Buy
116,116
+4,784
+4% +$276K 3.67% 5
2022
Q4 		$5.96M Buy
111,332
+17,988
+19% +$989K 3.4% 8
2022
Q3 		$4.91M Buy
93,344
+2,024
+2% +$119K 3.08% 8
2022
Q2 		$5.41M Buy
91,320
+1,972
+2% +$118K 3.08% 7
2022
Q1 		$5.69M Buy
89,348
+2,068
+2% +$141K 3.09% 7
2021
Q4 		$6M Buy
87,280
+3,400
+4% +$252K 3.15% 7
2021
Q3 		$6.37M Buy
83,880
+252
+0.3% +$17.8K 3.27% 7
2021
Q2 		$5.89M Buy
83,628
+572
+0.7% +$36.9K 3.22% 7
2021
Q1 		$5.29M Sell
83,056
-2,756
-3% -$168K 3.04% 7
2020
Q4 		$5.39M Sell
85,812
-456
-0.5% -$26K 3.2% 8
2020
Q3 		$4.9M Sell
86,268
-8,360
-9% -$440K 3.49% 7
2020
Q2 		$4.82M Buy
94,628
+696
+0.7% +$30.7K 3.74% 6
2020
Q1 		$4.1M Buy
93,932
+17,296
+23% +$745K 3.89% 6
2019
Q4 		$3.5M Buy
+76,636
New +$3.2M 3.25% 6

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

Oldfather Financial Services's IWF Position: Q4 2025 in Review

Oldfather Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q4 2025, selling an estimated $445K and leaving 97,764 shares worth $11.6M. The position accounts for 3.44% of the portfolio, ranked #7.

Oldfather Financial Services first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. The position peaked at $11.9M in Q3 2025. 2,522 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Oldfather Financial Services held 97,764 shares of iShares Russell 1000 Growth ETF worth $11.6M as of Q4 2025.
  • Oldfather Financial Services sold 3,756 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $445K.
  • iShares Russell 1000 Growth ETF made up 3.44% of Oldfather Financial Services's portfolio in Q4 2025, its #7 holding.
  • Oldfather Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Oldfather Financial Services's iShares Russell 1000 Growth ETF position peaked at $11.9M in Q3 2025.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.