Verity Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Verity Asset 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	-3,560	Closed	-$417K	–	243
2025 Q3	$417K	Buy	+3,560	New	+$396K	0.14%	149
2024 Q3	–	Sell	-27,304	Closed	-$2.49M	–	216
2024 Q2	$2.49M	Buy	27,304 +15,112	+124%	+$1.29M	0.98%	22
2024 Q1	$1.03M	Buy	+12,192	New	+$982K	0.57%	41
2018 Q4	–	Sell	-8,600	Closed	-$335K	–	130
2018 Q3	$335K	Sell	8,600 -220	-2%	-$8.33K	0.33%	75
2018 Q2	$317K	Buy	+8,820	New	+$311K	0.29%	73
2015 Q4	–	Sell	-10,144	Closed	-$236K	–	87
2015 Q3	$236K	Buy	+10,144	New	+$250K	0.24%	70

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Verity Asset Management's IWF Position: Q4 2025 in Review

Verity Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 3,560 shares — an estimated $417K sold.

Verity Asset Management first reported a position in IWF in Q3 2015 and held it in 6 quarters. The position peaked at $2.49M in Q2 2024. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Verity Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Verity Asset Management sold 3,560 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $417K.
Verity Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and held it in 6 quarters.
Verity Asset Management's iShares Russell 1000 Growth ETF position peaked at $2.49M in Q2 2024.
2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Verity Asset Management's 13F filing for Q4 2025, filed 30 Jan 2026.