Schechter Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Schechter Investment Advisors’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	$792K	Buy	8,776 +676	+8%	+$66.7K	0.07%	268
2024 Q4	$813K	Hold	8,100	–	–	0.06%	281
2024 Q3	$760K	Hold	8,100	–	–	0.06%	307
2024 Q2	$738K	Hold	8,100	–	–	0.06%	297
2024 Q1	$682K	Hold	8,100	–	–	0.05%	324
2023 Q4	$614K	Buy	8,100 +1,212	+18%	+$85.7K	0.05%	319
2023 Q3	$458K	Buy	6,888 +220	+3%	+$15.2K	0.04%	363
2023 Q2	$459K	Hold	6,668	–	–	0.04%	400
2023 Q1	$407K	Sell	6,668 -3,696	-36%	-$213K	0.04%	458
2022 Q4	$555K	Buy	+10,364	New	+$570K	0.05%	477

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

Schechter Investment Advisors's IWF Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.3% in Q1 2025, buying an estimated $66.7K and bringing the position to 8,776 shares worth $792K. The position accounts for 0.07% of the portfolio, ranked #268.

Schechter Investment Advisors first reported a position in IWF in Q4 2022 and has held it in 10 quarters since. The position peaked at $813K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Schechter Investment Advisors held 8,776 shares of iShares Russell 1000 Growth ETF worth $792K as of Q1 2025.
Schechter Investment Advisors bought 676 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $66.7K.
iShares Russell 1000 Growth ETF made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #268 holding.
Schechter Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 10 quarters since.
Schechter Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $813K in Q4 2024.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.