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

Penney Financial’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	–	Sell	-4,412	Closed	-$468K	–	50
2025 Q2	$468K	Hold	4,412	–	–	0.24%	30
2025 Q1	$398K	Hold	4,412	–	–	0.26%	27
2024 Q4	$443K	Hold	4,412	–	–	0.3%	26
2024 Q3	$414K	Hold	4,412	–	–	0.28%	25
2024 Q2	$402K	Buy	+4,412	New	+$377K	0.29%	25

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

Penney Financial's IWF Position: Q3 2025 in Review

Penney Financial sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 4,412 shares — an estimated $468K sold.

Penney Financial first reported a position in IWF in Q2 2024 and held it in 5 quarters. The position peaked at $468K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Penney Financial reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Penney Financial sold 4,412 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $468K.
Penney Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and held it in 5 quarters.
Penney Financial's iShares Russell 1000 Growth ETF position peaked at $468K in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Penney Financial's 13F filing for Q3 2025, filed 21 Oct 2025.