SIMG
IWF icon

Sonora Investment Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sonora Investment 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
Q3 		$369K Hold
3,148
– – 0.03% 202
2025
Q2 		$334K Hold
3,148
– – 0.02% 211
2025
Q1 		$284K Sell
3,148
-4
-0.1% -$395 0.02% 224
2024
Q4 		$316K Hold
3,152
– – 0.02% 212
2024
Q3 		$296K Buy
+3,152
New +$286K 0.02% 223

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management Group's IWF Position: Q3 2025 in Review

Sonora Investment Management Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 3,148 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #202.

Sonora Investment Management Group first reported a position in IWF in Q3 2024 and has held it in 5 quarters since. 2,353 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Sonora Investment Management Group held 3,148 shares of iShares Russell 1000 Growth ETF worth $369K as of Q3 2025.
  • Sonora Investment Management Group left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
  • iShares Russell 1000 Growth ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #202 holding.
  • Sonora Investment Management Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,353 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.