Schulz Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Schulz Wealth’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	$521K	Hold	4,404	–	–	0.33%	42
2025 Q3	$516K	Buy	4,404 +308	+8%	+$34.3K	0.34%	40
2025 Q2	$435K	Buy	+4,096	New	+$392K	0.33%	42

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schulz Wealth's IWF Position: Q4 2025 in Review

Schulz Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2025 at 4,404 shares worth $521K. The position accounts for 0.33% of the portfolio, ranked #42.

Schulz Wealth first reported a position in IWF in Q2 2025 and has held it in 3 quarters since. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Schulz Wealth held 4,404 shares of iShares Russell 1000 Growth ETF worth $521K as of Q4 2025.
Schulz Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2025.
iShares Russell 1000 Growth ETF made up 0.33% of Schulz Wealth's portfolio in Q4 2025, its #42 holding.
Schulz Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 3 quarters since.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.