Stuart Chaussee & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stuart Chaussee & Associates’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	–	Sell	-4,516	Closed	-$529K	–	71
2025 Q3	$529K	Hold	4,516	–	–	0.12%	28
2025 Q2	$479K	Hold	4,516	–	–	0.11%	29
2025 Q1	$408K	Hold	4,516	–	–	0.1%	27
2024 Q4	$453K	Hold	4,516	–	–	0.11%	23
2024 Q3	$424K	Hold	4,516	–	–	0.11%	22
2024 Q2	$412K	Buy	4,516 +1,116	+33%	+$95.3K	0.11%	22
2024 Q1	$286K	Hold	3,400	–	–	0.08%	24
2023 Q4	$258K	Hold	3,400	–	–	0.08%	26
2023 Q3	$226K	Hold	3,400	–	–	0.08%	22
2023 Q2	$234K	Hold	3,400	–	–	0.07%	22
2023 Q1	$208K	Hold	3,400	–	–	0.07%	20
2022 Q4	$182K	Hold	3,400	–	–	0.07%	20
2022 Q3	$179K	Hold	3,400	–	–	0.42%	13
2022 Q2	$186K	Hold	3,400	–	–	0.4%	15
2022 Q1	$236K	Hold	3,400	–	–	0.11%	20
2021 Q4	$260K	Hold	3,400	–	–	0.11%	20
2021 Q3	$233K	Hold	3,400	–	–	0.36%	14
2021 Q2	$231K	Sell	3,400 -15,788	-82%	-$1.02M	0.1%	19
2021 Q1	$1.17M	Hold	19,188	–	–	0.45%	11
2020 Q4	$1.16M	Buy	19,188 +1,420	+8%	+$80.8K	0.47%	7
2020 Q3	$963K	Buy	17,768 +11,040	+164%	+$582K	0.44%	7
2020 Q2	$323K	Buy	6,728 +3,328	+98%	+$147K	0.17%	11
2020 Q1	$128K	Sell	3,400 -3,600	-51%	-$155K	0.12%	20
2019 Q4	$308K	Hold	7,000	–	–	0.17%	15
2019 Q3	$279K	Hold	7,000	–	–	0.17%	17
2019 Q2	$275K	Hold	7,000	–	–	0.17%	19
2019 Q1	$265K	Hold	7,000	–	–	0.17%	15
2018 Q4	$229K	Hold	7,000	–	–	0.17%	11
2018 Q3	$273K	Hold	7,000	–	–	0.17%	17
2018 Q2	$252K	Buy	+7,000	New	+$247K	0.17%	18

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stuart Chaussee & Associates's IWF Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 4,516 shares — an estimated $529K sold.

Stuart Chaussee & Associates first reported a position in IWF in Q2 2018 and held it in 30 quarters. The position peaked at $1.17M in Q1 2021. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 4,516 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $529K.
Stuart Chaussee & Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 30 quarters.
Stuart Chaussee & Associates's iShares Russell 1000 Growth ETF position peaked at $1.17M in Q1 2021.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.