Prepared Retirement Institute’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prepared Retirement Institute’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	-2,020	Closed	-$214K	–	88
2025 Q2	$214K	Buy	+2,020	New	+$193K	0.13%	83
2025 Q1	–	Sell	-3,432	Closed	-$344K	–	87
2024 Q4	$344K	Buy	3,432 +272	+9%	+$26.8K	0.2%	54
2024 Q3	$297K	Hold	3,160	–	–	0.18%	61
2024 Q2	$288K	Buy	3,160 +132	+4%	+$11.3K	0.19%	61
2024 Q1	$255K	Sell	3,028 -196	-6%	-$15.8K	0.19%	57
2023 Q4	$244K	Buy	+3,224	New	+$228K	0.18%	68

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

Prepared Retirement Institute's IWF Position: Q3 2025 in Review

Prepared Retirement Institute sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 2,020 shares — an estimated $214K sold.

Prepared Retirement Institute first reported a position in IWF in Q4 2023 and held it in 6 quarters. The position peaked at $344K in Q4 2024. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Prepared Retirement Institute reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Prepared Retirement Institute sold 2,020 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $214K.
Prepared Retirement Institute first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 6 quarters.
Prepared Retirement Institute's iShares Russell 1000 Growth ETF position peaked at $344K in Q4 2024.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Prepared Retirement Institute's 13F filing for Q3 2025, filed 21 Oct 2025.