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

PBMares 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 Q3	$1.1M	Hold	9,368	–	–	0.18%	66
2025 Q2	$994K	Hold	9,368	–	–	0.18%	68
2025 Q1	$846K	Hold	9,368	–	–	0.17%	76
2024 Q4	$941K	Hold	9,368	–	–	0.19%	74
2024 Q3	$879K	Buy	9,368 +744	+9%	+$67.5K	0.18%	74
2024 Q2	$786K	Hold	8,624	–	–	0.19%	82
2024 Q1	$727K	Hold	8,624	–	–	0.19%	84
2023 Q4	$654K	Hold	8,624	–	–	0.2%	81
2023 Q3	$573K	Buy	8,624 +40	+0.5%	+$2.76K	0.21%	84
2023 Q2	$591K	Hold	8,584	–	–	0.21%	85
2023 Q1	$524K	Hold	8,584	–	–	0.19%	93
2022 Q4	$460K	Hold	8,584	–	–	0.19%	92
2022 Q3	$451K	Hold	8,584	–	–	0.2%	94
2022 Q2	$469K	Hold	8,584	–	–	0.2%	95
2022 Q1	$596K	Sell	8,584 -248	-3%	-$16.9K	0.37%	75
2021 Q4	$675K	Buy	8,832 +3,088	+54%	+$229K	0.29%	74
2021 Q3	$394K	Buy	5,744 +160	+3%	+$11.3K	0.19%	101
2021 Q2	$379K	Hold	5,584	–	–	0.21%	102
2021 Q1	$339K	Sell	5,584 -16	-0.3%	-$974	0.28%	100
2020 Q4	$338K	Buy	+5,600	New	+$319K	0.39%	84

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

PBMares Wealth Management's IWF Position: Q3 2025 in Review

PBMares Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 9,368 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #66.

PBMares Wealth Management first reported a position in IWF in Q4 2020 and has held it in 20 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

PBMares Wealth Management held 9,368 shares of iShares Russell 1000 Growth ETF worth $1.1M as of Q3 2025.
PBMares Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
iShares Russell 1000 Growth ETF made up 0.18% of PBMares Wealth Management's portfolio in Q3 2025, its #66 holding.
PBMares Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 20 quarters since.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.