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

Stonegate Investment 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	$5.41M	Hold	46,216	–	–	0.13%	77
2025 Q2	$4.91M	Sell	46,216 -556	-1%	-$53.2K	0.12%	76
2025 Q1	$4.22M	Buy	46,772 +556	+1%	+$54.9K	0.11%	74
2024 Q4	$4.64M	Buy	46,216 +108	+0.2%	+$10.6K	0.12%	74
2024 Q3	$4.33M	Sell	46,108 -1,436	-3%	-$130K	0.11%	78
2024 Q2	$4.33M	Buy	47,544 +1,452	+3%	+$124K	0.13%	76
2024 Q1	$3.88M	Buy	46,092 +1,116	+2%	+$89.9K	0.12%	80
2023 Q4	$3.41M	Hold	44,976	–	–	0.11%	81
2023 Q3	$2.99M	Hold	44,976	–	–	0.11%	84
2023 Q2	$3.09M	Sell	44,976 -28	-0.1%	-$1.78K	0.11%	86
2023 Q1	$2.75M	Buy	45,004 +28	+0.1%	+$1.61K	0.1%	93
2022 Q4	$2.41M	Hold	44,976	–	–	0.1%	91
2022 Q3	$2.37M	Hold	44,976	–	–	0.11%	98
2022 Q2	$2.46M	Buy	+44,976	New	+$2.7M	0.11%	98

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

Stonegate Investment Group's IWF Position: Q3 2025 in Review

Stonegate Investment Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2025 at 46,216 shares worth $5.41M. The position accounts for 0.13% of the portfolio, ranked #77.

Stonegate Investment Group first reported a position in IWF in Q2 2022 and has held it in 14 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Stonegate Investment Group held 46,216 shares of iShares Russell 1000 Growth ETF worth $5.41M as of Q3 2025.
Stonegate Investment Group left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2025.
iShares Russell 1000 Growth ETF made up 0.13% of Stonegate Investment Group's portfolio in Q3 2025, its #77 holding.
Stonegate Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 14 quarters since.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.