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

RFP Financial Group’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	–	Sell	-16,540	Closed	-$1.66M	–	96
2025 Q3	$1.66M	Buy	16,540 +2,504	+18%	+$279K	0.68%	29
2025 Q2	$1.49M	Sell	14,036 -2,504	-15%	-$239K	0.62%	31
2025 Q1	$1.49M	Hold	16,540	–	–	0.6%	32
2024 Q4	$1.66M	Hold	16,540	–	–	0.65%	26
2024 Q3	$1.55M	Hold	16,540	–	–	0.51%	33
2024 Q2	$1.51M	Hold	16,540	–	–	0.56%	31
2024 Q1	$1.39M	Sell	16,540 -2,296	-12%	-$185K	0.54%	31
2023 Q4	$1.43M	Hold	18,836	–	–	0.58%	27
2023 Q3	$1.25M	Sell	18,836 -88	-0.5%	-$6.08K	0.55%	29
2023 Q2	$1.3M	Buy	18,924 +88	+0.5%	+$5.6K	0.53%	33
2023 Q1	$1.15M	Hold	18,836	–	–	1.33%	16
2022 Q4	$1.01M	Buy	+18,836	New	+$1.04M	0.45%	41

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

RFP Financial Group's IWF Position: Q4 2025 in Review

RFP Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 16,540 shares — an estimated $1.66M sold.

RFP Financial Group first reported a position in IWF in Q4 2022 and held it in 12 quarters. The position peaked at $1.66M in Q3 2025. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

RFP Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
RFP Financial Group sold 16,540 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $1.66M.
RFP Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 12 quarters.
RFP Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.66M in Q3 2025.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.