Rappaport Reiches Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rappaport Reiches Capital 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 Q1	$472K	Buy	5,228 +320	+7%	+$31.6K	0.12%	63
2024 Q4	$493K	Buy	4,908 +144	+3%	+$14.2K	0.13%	59
2024 Q3	$447K	Hold	4,764	–	–	0.12%	64
2024 Q2	$434K	Sell	4,764 -176	-4%	-$15K	0.13%	60
2024 Q1	$416K	Hold	4,940	–	–	0.13%	68
2023 Q4	$374K	Buy	+4,940	New	+$349K	0.14%	58
2022 Q3	–	Sell	-3,732	Closed	-$204K	–	75
2022 Q2	$204K	Hold	3,732	–	–	0.1%	73
2022 Q1	$259K	Buy	+3,732	New	+$255K	0.14%	70

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rappaport Reiches Capital Management's IWF Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.5% in Q1 2025, buying an estimated $31.6K and bringing the position to 5,228 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #63.

Rappaport Reiches Capital Management first reported a position in IWF in Q1 2022 and has held it in 8 quarters since. The position peaked at $493K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Rappaport Reiches Capital Management held 5,228 shares of iShares Russell 1000 Growth ETF worth $472K as of Q1 2025.
Rappaport Reiches Capital Management bought 320 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $31.6K.
iShares Russell 1000 Growth ETF made up 0.12% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #63 holding.
Rappaport Reiches Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 8 quarters since.
Rappaport Reiches Capital Management's iShares Russell 1000 Growth ETF position peaked at $493K in Q4 2024.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.