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Vantage Financial Partners (Wisconsin)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$634K Sell
5,360
-180
-3% -$21.3K 0.13% 100
2025
Q3 		$649K Sell
5,540
-72
-1% -$8.02K 0.14% 98
2025
Q2 		$596K Sell
5,612
-1,152
-17% -$110K 0.14% 102
2025
Q1 		$611K Sell
6,764
-48
-0.7% -$4.74K 0.15% 88
2024
Q4 		$684K Buy
6,812
+32
+0.5% +$3.15K 0.17% 80
2024
Q3 		$636K Buy
6,780
+88
+1% +$7.98K 0.16% 89
2024
Q2 		$610K Buy
6,692
+56
+0.8% +$4.78K 0.16% 70
2024
Q1 		$559K Buy
6,636
+652
+11% +$52.5K 0.15% 76
2023
Q4 		$454K Buy
5,984
+228
+4% +$16.1K 0.13% 75
2023
Q3 		$383K Sell
5,756
-2,680
-32% -$185K 0.15% 51
2023
Q2 		$580K Buy
8,436
+112
+1% +$7.12K 0.22% 32
2023
Q1 		$509K Buy
8,324
+220
+3% +$12.7K 0.2% 42
2022
Q4 		$434K Sell
8,104
-7,172
-47% -$395K 0.26% 33
2022
Q3 		$804K Sell
15,276
-2,560
-14% -$151K 0.54% 21
2022
Q2 		$975K Sell
17,836
-3,728
-17% -$224K 0.58% 13
2022
Q1 		$1.5M Sell
21,564
-131,300
-86% -$8.96M 0.77% 11
2021
Q4 		$11.7M Buy
+152,864
New +$11.3M 4.57% 10

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

Vantage Financial Partners (Wisconsin)'s IWF Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q4 2025, selling an estimated $21.3K and leaving 5,360 shares worth $634K. The position accounts for 0.13% of the portfolio, ranked #100.

Vantage Financial Partners (Wisconsin) first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.7M in Q4 2021. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 5,360 shares of iShares Russell 1000 Growth ETF worth $634K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 180 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $21.3K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #100 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Russell 1000 Growth ETF position peaked at $11.7M in Q4 2021.
  • 2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.