Virtue Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Virtue Capital 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 Q2	–	Sell	-54,760	Closed	-$4.94M	–	379
2025 Q1	$4.94M	Buy	+54,760	New	+$5.4M	0.58%	40
2018 Q2	–	Sell	-1,784	Closed	-$61K	–	327
2018 Q1	$61K	Buy	1,784 +140	+9%	+$4.91K	0.03%	247
2017 Q4	$55K	Buy	+1,644	New	+$53.9K	0.03%	257

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

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

Virtue Capital Management's IWF Position: Q2 2025 in Review

Virtue Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 54,760 shares — an estimated $4.94M sold.

Virtue Capital Management first reported a position in IWF in Q4 2017 and held it in 3 quarters. The position peaked at $4.94M in Q1 2025. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Virtue Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 54,760 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $4.94M.
Virtue Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 3 quarters.
Virtue Capital Management's iShares Russell 1000 Growth ETF position peaked at $4.94M in Q1 2025.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.