TFF
IWF icon

The Family Firm’s iShares Russell 1000 Growth ETF IWF Stock Holding History

The Family Firm’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
Q2 		– Sell
-5,420
Closed -$489K – 135
2025
Q1 		$489K Buy
5,420
+8
+0.1% +$789 0.11% 117
2024
Q4 		$544K Buy
5,412
+4
+0.1% +$393 0.12% 108
2024
Q3 		$508K Buy
5,408
+8
+0.1% +$725 0.11% 114
2024
Q2 		$492K Buy
5,400
+4
+0.1% +$342 0.11% 109
2024
Q1 		$455K Buy
5,396
+8
+0.1% +$645 0.11% 121
2023
Q4 		$408K Buy
5,388
+20
+0.4% +$1.41K 0.11% 122
2023
Q3 		$357K Hold
5,368
– – 0.1% 126
2023
Q2 		$369K Buy
5,368
+8
+0.1% +$509 0.1% 127
2023
Q1 		$327K Buy
5,360
+12
+0.2% +$691 0.09% 135
2022
Q4 		$287K Buy
5,348
+28
+0.5% +$1.54K 0.08% 147
2022
Q3 		$280K Hold
5,320
– – 0.09% 141
2022
Q2 		$291K Buy
5,320
+8
+0.2% +$480 0.09% 145
2022
Q1 		$369K Buy
5,312
+8
+0.2% +$546 0.1% 124
2021
Q4 		$405K Buy
5,304
+4
+0.1% +$297 0.1% 116
2021
Q3 		$384K Buy
5,300
+4
+0.1% +$283 0.1% 114
2021
Q2 		$360K Buy
5,296
+4
+0.1% +$258 0.1% 116
2021
Q1 		$322K Hold
5,292
– – 0.09% 123
2020
Q4 		$315K Buy
5,292
+4
+0.1% +$228 0.09% 123
2020
Q3 		$287K Buy
5,288
+4
+0.1% +$211 0.1% 118
2020
Q2 		$254K Buy
+5,284
New +$233K 0.1% 121
2020
Q1 		– Sell
-5,280
Closed -$232K – 135
2019
Q4 		$232K Buy
+5,280
New +$220K 0.08% 137
2018
Q2 		– Sell
-17,280
Closed -$588K – 138
2018
Q1 		$588K Buy
+17,280
New +$606K 0.23% 64
2017
Q1 		– Sell
-9,780
Closed -$256K – 109
2016
Q4 		$256K Hold
9,780
– – 0.12% 96
2016
Q3 		$255K Buy
+9,780
New +$254K 0.12% 95

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

The Family Firm's IWF Position: Q2 2025 in Review

The Family Firm sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 5,420 shares — an estimated $489K sold.

The Family Firm first reported a position in IWF in Q3 2016 and held it in 24 quarters. The position peaked at $588K in Q1 2018. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • The Family Firm reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 5,420 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $489K.
  • The Family Firm first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and held it in 24 quarters.
  • The Family Firm's iShares Russell 1000 Growth ETF position peaked at $588K in Q1 2018.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.