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

Sheaff Brock 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	–	Sell	-2,188	Closed	-$220K	–	471
2024 Q4	$220K	Hold	2,188	–	–	0.02%	384
2024 Q3	$205K	Buy	+2,188	New	+$198K	0.02%	400
2021 Q1	–	Sell	-6,160	Closed	-$371K	–	512
2020 Q4	$371K	Buy	6,160 +4	+0.1%	+$228	0.03%	288
2020 Q3	$334K	Buy	6,156 +76	+1%	+$4K	0.03%	280
2020 Q2	$292K	Hold	6,080	–	–	0.03%	308
2020 Q1	$229K	Hold	6,080	–	–	0.03%	312
2019 Q4	$267K	Buy	+6,080	New	+$254K	0.03%	358
2018 Q4	–	Sell	-5,736	Closed	-$224K	–	502
2018 Q3	$224K	Buy	+5,736	New	+$217K	0.02%	418

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

Sheaff Brock Investment Advisors's IWF Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 2,188 shares — an estimated $220K sold.

Sheaff Brock Investment Advisors first reported a position in IWF in Q3 2018 and held it in 8 quarters. The position peaked at $371K in Q4 2020. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Sheaff Brock Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,188 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $220K.
Sheaff Brock Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and held it in 8 quarters.
Sheaff Brock Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $371K in Q4 2020.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.