Solutions 4 Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Solutions 4 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 Q2	–	Sell	-3,912	Closed	-$353K	–	53
2025 Q1	$353K	Buy	3,912 +256	+7%	+$25.3K	0.62%	34
2024 Q4	$367K	Buy	3,656 +364	+11%	+$35.8K	0.66%	34
2024 Q3	$309K	Buy	3,292 +780	+31%	+$70.7K	0.6%	41
2024 Q2	$229K	Buy	+2,512	New	+$214K	0.52%	40

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

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

Solutions 4 Wealth's IWF Position: Q2 2025 in Review

Solutions 4 Wealth sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 3,912 shares — an estimated $353K sold.

Solutions 4 Wealth first reported a position in IWF in Q2 2024 and held it in 4 quarters. The position peaked at $367K in Q4 2024. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Solutions 4 Wealth reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Solutions 4 Wealth sold 3,912 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $353K.
Solutions 4 Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and held it in 4 quarters.
Solutions 4 Wealth's iShares Russell 1000 Growth ETF position peaked at $367K in Q4 2024.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Solutions 4 Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.