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

Sterling 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
2025 Q3	–	Sell	-2,100	Closed	-$223K	–	113
2025 Q2	$223K	Buy	+2,100	New	+$201K	0.08%	101
2024 Q4	$211K	Buy	+2,100	New	+$207K	0.08%	101
2024 Q3	–	Sell	-2,960	Closed	-$270K	–	112
2024 Q2	$270K	Buy	2,960 +4	+0.1%	+$342	0.13%	87
2024 Q1	$249K	Hold	2,956	–	–	0.12%	85
2023 Q4	$224K	Buy	+2,956	New	+$209K	0.13%	86

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Sterling Wealth Management's IWF Position: Q3 2025 in Review

Sterling Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 2,100 shares — an estimated $223K sold.

Sterling Wealth Management first reported a position in IWF in Q4 2023 and held it in 5 quarters. The position peaked at $270K in Q2 2024. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Sterling Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Sterling Wealth Management sold 2,100 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $223K.
Sterling Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 5 quarters.
Sterling Wealth Management's iShares Russell 1000 Growth ETF position peaked at $270K in Q2 2024.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Sterling Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.