Optimum Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Optimum Investment 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 Q3	$460K	Sell	3,924 -160	-4%	-$17.8K	0.18%	108
2025 Q2	$433K	Sell	4,084 -220	-5%	-$21K	0.19%	105
2025 Q1	$389K	Buy	4,304 +220	+5%	+$21.7K	0.18%	111
2024 Q4	$410K	Sell	4,084 -120	-3%	-$11.8K	0.18%	113
2024 Q3	$395K	Sell	4,204 -200	-5%	-$18.1K	0.17%	119
2024 Q2	$401K	Sell	4,404 -2,280	-34%	-$195K	0.18%	118
2024 Q1	$563K	Sell	6,684 -400	-6%	-$32.2K	0.26%	85
2023 Q4	$537K	Sell	7,084 -1,520	-18%	-$107K	0.27%	85
2023 Q3	$572K	Hold	8,604	–	–	0.29%	83
2023 Q2	$592K	Sell	8,604 -280	-3%	-$17.8K	0.29%	84
2023 Q1	$543K	Sell	8,884 -3,400	-28%	-$196K	0.28%	89
2022 Q4	$658K	Sell	12,284 -7,496	-38%	-$412K	0.36%	65
2022 Q3	$1.04M	Sell	19,780 -1,200	-6%	-$70.6K	0.56%	41
2022 Q2	$1.15M	Hold	20,980	–	–	0.57%	40
2022 Q1	$1.46M	Sell	20,980 -1,380	-6%	-$94.2K	0.61%	35
2021 Q4	$1.71M	Sell	22,360 -2,660	-11%	-$197K	0.67%	31
2021 Q3	$1.71M	Sell	25,020 -3,068	-11%	-$217K	0.72%	29
2021 Q2	$1.91M	Sell	28,088 -5,968	-18%	-$385K	0.59%	37
2021 Q1	$2.07M	Sell	34,056 -2,000	-6%	-$122K	0.61%	37
2020 Q4	$2.17M	Sell	36,056 -400	-1%	-$22.8K	0.66%	34
2020 Q3	$1.98M	Sell	36,456 -836	-2%	-$44K	0.66%	33
2020 Q2	$1.79M	Sell	37,292 -4,400	-11%	-$194K	0.62%	36
2020 Q1	$1.57M	Sell	41,692 -21,888	-34%	-$943K	0.64%	31
2019 Q4	$2.8M	Sell	63,580 -4,172	-6%	-$174K	0.83%	21
2019 Q3	$2.7M	Sell	67,752 -264	-0.4%	-$10.6K	0.85%	21
2019 Q2	$2.67M	Sell	68,016 -1,408	-2%	-$54.5K	0.87%	21
2019 Q1	$2.63M	Sell	69,424 -1,328	-2%	-$47.7K	0.86%	22
2018 Q4	$2.32M	Sell	70,752 -284	-0.4%	-$10K	0.8%	28
2018 Q3	$2.77M	Buy	71,036 +1,024	+1%	+$38.8K	0.77%	27
2018 Q2	$2.52M	Sell	70,012 -8,720	-11%	-$308K	0.73%	27
2018 Q1	$2.68M	Sell	78,732 -5,444	-6%	-$191K	0.79%	26
2017 Q4	$2.83M	Sell	84,176 -2,192	-3%	-$71.8K	0.9%	24
2017 Q3	$2.7M	Buy	86,368 +4,196	+5%	+$128K	0.9%	22
2017 Q2	$2.44M	Sell	82,172 -580	-0.7%	-$17K	0.85%	28
2017 Q1	$2.35M	Sell	82,752 -5,240	-6%	-$145K	0.83%	28
2016 Q4	$2.31M	Buy	87,992 +9,860	+13%	+$256K	0.87%	27
2016 Q3	$2.04M	Sell	78,132 -564	-0.7%	-$14.7K	0.76%	29
2016 Q2	$1.98M	Hold	78,696	–	–	0.77%	31
2016 Q1	$1.96M	Sell	78,696 -1,504	-2%	-$35.5K	0.77%	29
2015 Q4	$2M	Buy	80,200 +9,572	+14%	+$239K	0.77%	27
2015 Q3	$1.64M	Buy	+70,628	New	+$1.74M	0.66%	33
2015 Q1	$1.66M	Sell	67,212 -5,200	-7%	-$127K	0.53%	39
2014 Q4	$1.73M	Buy	72,412 +5,812	+9%	+$136K	0.56%	35
2014 Q3	$1.53M	Buy	66,600 +1,948	+3%	+$44.6K	0.51%	43
2014 Q2	$1.47M	Sell	64,652 -2,580	-4%	-$56.6K	0.48%	53
2014 Q1	$1.46M	Sell	67,232 -9,548	-12%	-$205K	0.55%	42
2013 Q4	$1.65M	Buy	76,780 +4,256	+6%	+$87.3K	0.62%	36
2013 Q3	$1.42M	Buy	+72,524	New	+$1.39M	0.58%	41

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Optimum Investment Advisors's IWF Position: Q3 2025 in Review

Optimum Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q3 2025, selling an estimated $17.8K and leaving 3,924 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #108.

Optimum Investment Advisors first reported a position in IWF in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.83M in Q4 2017. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Optimum Investment Advisors held 3,924 shares of iShares Russell 1000 Growth ETF worth $460K as of Q3 2025.
Optimum Investment Advisors sold 160 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $17.8K.
iShares Russell 1000 Growth ETF made up 0.18% of Optimum Investment Advisors's portfolio in Q3 2025, its #108 holding.
Optimum Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $2.83M in Q4 2017.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.