Reflection Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Reflection Asset 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 Q4	$193K	Buy	+1,628	New	+$193K	0.14%	108

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reflection Asset Management's IWF Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2025: 1,628 shares worth $193K. The stake represents 0.14% of the portfolio and ranks #108 among its holdings.

2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Reflection Asset Management held 1,628 shares of iShares Russell 1000 Growth ETF worth $193K as of Q4 2025.
iShares Russell 1000 Growth ETF was a new Reflection Asset Management position in Q4 2025.
iShares Russell 1000 Growth ETF made up 0.14% of Reflection Asset Management's portfolio in Q4 2025, its #108 holding.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.