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Portfolio Design Labs’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Portfolio Design Labs’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
-2,408
Closed -$217K – 174
2025
Q1 		$217K Hold
2,408
– – 0.04% 179
2024
Q4 		$242K Hold
2,408
– – 0.05% 170
2024
Q3 		$226K Buy
+2,408
New +$218K 0.06% 131

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

Portfolio Design Labs's IWF Position: Q2 2025 in Review

Portfolio Design Labs sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 2,408 shares — an estimated $217K sold.

Portfolio Design Labs first reported a position in IWF in Q3 2024 and held it in 3 quarters. The position peaked at $242K in Q4 2024. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Portfolio Design Labs reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Portfolio Design Labs sold 2,408 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $217K.
  • Portfolio Design Labs first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and held it in 3 quarters.
  • Portfolio Design Labs's iShares Russell 1000 Growth ETF position peaked at $242K in Q4 2024.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Portfolio Design Labs's 13F filing for Q2 2025, filed 13 Aug 2025.