Ridgewood Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ridgewood Investments’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	-84	Closed	-$8.92K	–	444
2025 Q2	$8.92K	Hold	84	–	–	﹤0.01%	534
2025 Q1	$7.58K	Hold	84	–	–	﹤0.01%	512
2024 Q4	$8.43K	Hold	84	–	–	﹤0.01%	516
2024 Q3	$7.88K	Hold	84	–	–	﹤0.01%	539
2024 Q2	$7.66K	Buy	+84	New	+$7.17K	﹤0.01%	536
2021 Q1	–	Sell	-10,748	Closed	-$583K	–	203
2020 Q4	$583K	Hold	10,748	–	–	0.46%	68
2020 Q3	$583K	Hold	10,748	–	–	0.46%	69
2020 Q2	$516K	Sell	10,748 -344	-3%	-$15.2K	0.43%	85
2020 Q1	$418K	Hold	11,092	–	–	0.42%	74
2019 Q4	$488K	Hold	11,092	–	–	0.35%	92
2019 Q3	$443K	Hold	11,092	–	–	0.34%	93
2019 Q2	$436K	Hold	11,092	–	–	0.34%	94
2019 Q1	$420K	Hold	11,092	–	–	0.35%	89
2018 Q4	$433K	Hold	11,092	–	–	0.35%	85
2018 Q3	$433K	Hold	11,092	–	–	0.34%	86
2018 Q2	$399K	Hold	11,092	–	–	0.36%	85
2018 Q1	$377K	Hold	11,092	–	–	0.35%	86
2017 Q4	$373K	Hold	11,092	–	–	0.33%	90
2017 Q3	$347K	Hold	11,092	–	–	0.33%	94
2017 Q2	$330K	Hold	11,092	–	–	0.33%	93
2017 Q1	$316K	Hold	11,092	–	–	0.34%	87
2016 Q4	$290K	Buy	+11,092	New	+$288K	0.34%	79

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Ridgewood Investments's IWF Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 84 shares — an estimated $8.92K sold.

Ridgewood Investments first reported a position in IWF in Q4 2016 and held it in 22 quarters. The position peaked at $583K in Q4 2020. 2,357 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Ridgewood Investments reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 84 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $8.92K.
Ridgewood Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and held it in 22 quarters.
Ridgewood Investments's iShares Russell 1000 Growth ETF position peaked at $583K in Q4 2020.
2,357 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.