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US Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

US Financial Advisors’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 		$8.92M Sell
98,836
-2,012
-2% -$198K 2.64% 13
2024
Q4 		$10.1M Buy
100,848
+1,656
+2% +$163K 3.11% 11
2024
Q3 		$9.31M Buy
99,192
+1,640
+2% +$149K 2.9% 12
2024
Q2 		$8.89M Sell
97,552
-15,248
-14% -$1.3M 2.98% 12
2024
Q1 		$9.5M Buy
112,800
+632
+0.6% +$50.9K 3.29% 11
2023
Q4 		$8.5M Buy
112,168
+2,284
+2% +$162K 3.17% 11
2023
Q3 		$7.31M Buy
109,884
+4,224
+4% +$292K 3.04% 13
2023
Q2 		$7.27M Sell
105,660
-61,312
-37% -$3.9M 3.09% 12
2023
Q1 		$10.2M Buy
166,972
+48,340
+41% +$2.78M 4.55% 8
2022
Q4 		$6.35M Sell
118,632
-5,880
-5% -$323K 3.19% 12
2022
Q3 		$6.55M Buy
124,512
+9,440
+8% +$555K 3.67% 12
2022
Q2 		$6.29M Sell
115,072
-42,896
-27% -$2.58M 3.53% 12
2022
Q1 		$11M Buy
157,968
+80,100
+103% +$5.47M 5.27% 4
2021
Q4 		$5.95M Buy
77,868
+44,156
+131% +$3.27M 2.71% 14
2021
Q3 		$2.31M Sell
33,712
-1,124
-3% -$79.5K 1.14% 21
2021
Q2 		$2.36M Sell
34,836
-122,428
-78% -$7.89M 1.15% 21
2021
Q1 		$9.55M Sell
157,264
-95,056
-38% -$5.79M 2.65% 11
2020
Q4 		$15.2M Buy
+252,320
New +$14.4M 4.59% 6
2016
Q1 		– Sell
-2,948
Closed -$73K – 549
2015
Q4 		$73K Hold
2,948
– – 0.07% 113
2015
Q3 		$69K Sell
2,948
-292
-9% -$7.18K 0.11% 89
2015
Q2 		$80K Buy
3,240
+292
+10% +$7.34K 0.08% 78
2015
Q1 		$73K Buy
+2,948
New +$72K 0.07% 86

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 $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

US Financial Advisors's IWF Position: Q1 2025 in Review

US Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q1 2025, selling an estimated $198K and leaving 98,836 shares worth $8.92M. The position accounts for 2.64% of the portfolio, ranked #13.

US Financial Advisors first reported a position in IWF in Q1 2015 and has held it in 22 quarters since. The position peaked at $15.2M in Q4 2020. 2,213 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • US Financial Advisors held 98,836 shares of iShares Russell 1000 Growth ETF worth $8.92M as of Q1 2025.
  • US Financial Advisors sold 2,012 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $198K.
  • iShares Russell 1000 Growth ETF made up 2.64% of US Financial Advisors's portfolio in Q1 2025, its #13 holding.
  • US Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 22 quarters since.
  • US Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $15.2M in Q4 2020.
  • 2,213 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.