Olympus Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Olympus Wealth 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 Q2	$10.7M	Buy	100,892 +19,080	+23%	+$1.82M	3.6%	8
2025 Q1	$7.39M	Buy	81,812 +31,036	+61%	+$3.06M	3.24%	8
2024 Q4	$5.1M	Buy	50,776 +6,004	+13%	+$591K	1.86%	12
2024 Q3	$4.2M	Sell	44,772 -16,376	-27%	-$1.48M	1.44%	12
2024 Q2	$5.57M	Buy	61,148 +19,736	+48%	+$1.69M	1.74%	13
2024 Q1	$3.49M	Buy	41,412 +10,684	+35%	+$861K	2.07%	11
2023 Q4	$2.33M	Sell	30,728 -1,180	-4%	-$83.4K	1.2%	12
2023 Q3	$2.12M	Hold	31,908	–	–	1.21%	11
2023 Q2	$2.2M	Sell	31,908 -2,660	-8%	-$169K	1.18%	11
2023 Q1	$2.11M	Sell	34,568 -27,576	-44%	-$1.59M	1.16%	11
2022 Q4	$3.33M	Sell	62,144 -6,020	-9%	-$331K	1.67%	12
2022 Q3	$3.59M	Buy	68,164 +61,252	+886%	+$3.6M	1.55%	11
2022 Q2	$378K	Buy	6,912 +696	+11%	+$41.8K	0.21%	12
2022 Q1	$432K	Sell	6,216 -4,288	-41%	-$293K	0.21%	14
2021 Q4	$803K	Buy	+10,504	New	+$779K	0.56%	11

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

Olympus Wealth Management's IWF Position: Q2 2025 in Review

Olympus Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 23% in Q2 2025, buying an estimated $1.82M and bringing the position to 100,892 shares worth $10.7M. The position accounts for 3.6% of the portfolio, ranked #8.

Olympus Wealth Management first reported a position in IWF in Q4 2021 and has held it in 15 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Olympus Wealth Management held 100,892 shares of iShares Russell 1000 Growth ETF worth $10.7M as of Q2 2025.
Olympus Wealth Management bought 19,080 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $1.82M.
iShares Russell 1000 Growth ETF made up 3.6% of Olympus Wealth Management's portfolio in Q2 2025, its #8 holding.
Olympus Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 15 quarters since.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.