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

Transform Wealth’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 Q1	$404K	Sell	4,480 -828	-16%	-$81.7K	0.02%	188
2024 Q4	$533K	Buy	5,308 +800	+18%	+$78.7K	0.03%	180
2024 Q3	$423K	Buy	4,508 +800	+22%	+$72.5K	0.03%	161
2024 Q2	$338K	Buy	3,708 +40	+1%	+$3.42K	0.03%	172
2024 Q1	$309K	Hold	3,668	–	–	0.03%	181
2023 Q4	$278K	Hold	3,668	–	–	0.03%	212
2023 Q3	$244K	Sell	3,668 -1,296	-26%	-$89.5K	0.03%	219
2023 Q2	$342K	Hold	4,964	–	–	0.03%	207
2023 Q1	$303K	Buy	+4,964	New	+$286K	0.03%	212

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transform Wealth's IWF Position: Q1 2025 in Review

Transform Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q1 2025, selling an estimated $81.7K and leaving 4,480 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #188.

Transform Wealth first reported a position in IWF in Q1 2023 and has held it in 9 quarters since. The position peaked at $533K in Q4 2024. 2,213 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Transform Wealth held 4,480 shares of iShares Russell 1000 Growth ETF worth $404K as of Q1 2025.
Transform Wealth sold 828 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $81.7K.
iShares Russell 1000 Growth ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #188 holding.
Transform Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 9 quarters since.
Transform Wealth's iShares Russell 1000 Growth ETF position peaked at $533K in Q4 2024.
2,213 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.