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Sunbeam Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sunbeam Capital 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
Q4 		– Sell
-2,240
Closed -$262K – 104
2025
Q3 		$262K Hold
2,240
– – 0.16% 87
2025
Q2 		$238K Hold
2,240
– – 0.18% 84
2025
Q1 		$202K Hold
2,240
– – 0.19% 78
2024
Q4 		$225K Buy
+2,240
New +$220K 0.21% 78

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

Sunbeam Capital Management's IWF Position: Q4 2025 in Review

Sunbeam Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 2,240 shares — an estimated $262K sold.

Sunbeam Capital Management first reported a position in IWF in Q4 2024 and held it in 4 quarters. The position peaked at $262K in Q3 2025. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Sunbeam Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Sunbeam Capital Management sold 2,240 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $262K.
  • Sunbeam Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 4 quarters.
  • Sunbeam Capital Management's iShares Russell 1000 Growth ETF position peaked at $262K in Q3 2025.
  • 2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Sunbeam Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.