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Siligmueller & Norvid Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		– Sell
-10,040
Closed -$1.08M – 198
2025
Q2 		$1.08M Hold
10,040
– – 0.42% 43
2025
Q1 		$906K Hold
10,040
– – 0.38% 45
2024
Q4 		$1.01M Buy
+10,040
New +$988K 0.43% 42

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IWF Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 10,040 shares — an estimated $1.08M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in IWF in Q4 2024 and held it in 3 quarters. The position peaked at $1.08M in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 10,040 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $1.08M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.08M in Q2 2025.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.