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

OneAscent 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 		– Sell
-2,292
Closed -$207K – 177
2025
Q1 		$207K Sell
2,292
-900
-28% -$88.8K 0.09% 144
2024
Q4 		$320K Sell
3,192
-492
-13% -$48.4K 0.13% 104
2024
Q3 		$346K Buy
+3,684
New +$334K 0.13% 111
2024
Q2 		– Sell
-3,544
Closed -$299K – 134
2024
Q1 		$299K Sell
3,544
-340
-9% -$27.4K 0.11% 127
2023
Q4 		$294K Buy
+3,884
New +$275K 0.12% 119
2021
Q1 		$223K Sell
3,668
-2,832
-44% -$172K 0.1% 185
2020
Q4 		$392K Buy
+6,500
New +$370K 0.18% 132

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

OneAscent Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 2,292 shares — an estimated $207K sold.

OneAscent Wealth Management first reported a position in IWF in Q4 2020 and held it in 7 quarters. The position peaked at $392K in Q4 2020. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • OneAscent Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 2,292 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $207K.
  • OneAscent Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 7 quarters.
  • OneAscent Wealth Management's iShares Russell 1000 Growth ETF position peaked at $392K in Q4 2020.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on OneAscent Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.