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

SilverOak Wealth Management’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
2026 Q1	$4.43M	Hold	41,560	–	–	0.7%	21
2025 Q4	$4.92M	Hold	41,560	–	–	0.77%	19
2025 Q3	$4.87M	Hold	41,560	–	–	0.82%	18
2025 Q2	$4.41M	Buy	41,560 +64	+0.2%	+$6.12K	0.83%	16
2025 Q1	$3.75M	Hold	41,496	–	–	0.81%	17
2024 Q4	$4.17M	Hold	41,496	–	–	0.9%	16
2024 Q3	$3.89M	Hold	41,496	–	–	0.87%	16
2024 Q2	$3.78M	Sell	41,496 -904	-2%	-$77.2K	0.91%	15
2024 Q1	$3.57M	Buy	42,400 +100	+0.2%	+$8.06K	0.89%	14
2023 Q4	$3.21M	Buy	+42,300	New	+$2.99M	0.87%	16

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return