Signature Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Signature Wealth Management 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	-1,764	Closed	-$207K	–	115
2025 Q3	$207K	Buy	+1,764	New	+$196K	0.08%	113
2018 Q4	–	Sell	-3,868	Closed	-$133K	–	182
2018 Q3	$133K	Sell	3,868 -480	-11%	-$18.2K	0.1%	74
2018 Q2	$156K	Hold	4,348	–	–	0.12%	70
2018 Q1	$148K	Buy	4,348 +116	+3%	+$4.07K	0.11%	70
2017 Q4	$142K	Buy	+4,232	New	+$139K	0.1%	72

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

Signature Wealth Management Group's IWF Position: Q4 2025 in Review

Signature Wealth Management Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 1,764 shares — an estimated $207K sold.

Signature Wealth Management Group first reported a position in IWF in Q4 2017 and held it in 5 quarters. The position peaked at $207K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Signature Wealth Management Group reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Signature Wealth Management Group sold 1,764 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $207K.
Signature Wealth Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 5 quarters.
Signature Wealth Management Group's iShares Russell 1000 Growth ETF position peaked at $207K in Q3 2025.
2,528 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.