SC
IWF icon

Stephens Consulting’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stephens Consulting’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 		$2.73M Sell
23,080
-44
-0.2% -$5.21K 0.88% 16
2025
Q3 		$2.71M Sell
23,124
-5,556
-19% -$619K 0.93% 16
2025
Q2 		$3.04M Sell
28,680
-40
-0.1% -$3.83K 0.72% 23
2025
Q1 		$2.59M Hold
28,720
– – 0.65% 24
2024
Q4 		$2.88M Sell
28,720
-228
-0.8% -$22.4K 0.72% 25
2024
Q3 		$2.72M Sell
28,948
-52
-0.2% -$4.71K 0.69% 25
2024
Q2 		$2.64M Sell
29,000
-56
-0.2% -$4.78K 0.75% 19
2024
Q1 		$2.45M Hold
29,056
– – 0.75% 19
2023
Q4 		$2.2M Sell
29,056
-132
-0.5% -$9.34K 0.75% 19
2023
Q3 		$1.94M Sell
29,188
-64
-0.2% -$4.42K 0.79% 18
2023
Q2 		$2.01M Sell
29,252
-428
-1% -$27.2K 0.8% 17
2023
Q1 		$1.81M Sell
29,680
-196
-0.7% -$11.3K 1.09% 17
2022
Q4 		$1.6M Sell
29,876
-1,408
-5% -$77.5K 1.06% 20
2022
Q3 		$1.65M Buy
31,284
+480
+2% +$28.2K 1.48% 12
2022
Q2 		$1.68M Sell
30,804
-276
-0.9% -$16.6K 1.37% 13
2022
Q1 		$2.16M Sell
31,080
-1,168
-4% -$79.7K 1.76% 9
2021
Q4 		$2.46M Buy
+32,248
New +$2.39M 2.04% 8

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Stephens Consulting's IWF Position: Q4 2025 in Review

Stephens Consulting reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.19% in Q4 2025, selling an estimated $5.21K and leaving 23,080 shares worth $2.73M. The position accounts for 0.88% of the portfolio, ranked #16.

Stephens Consulting first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.04M in Q2 2025. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Stephens Consulting held 23,080 shares of iShares Russell 1000 Growth ETF worth $2.73M as of Q4 2025.
  • Stephens Consulting sold 44 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $5.21K.
  • iShares Russell 1000 Growth ETF made up 0.88% of Stephens Consulting's portfolio in Q4 2025, its #16 holding.
  • Stephens Consulting first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's iShares Russell 1000 Growth ETF position peaked at $3.04M in Q2 2025.
  • 2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.