von Borstel & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

von Borstel & Associates’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	-5,012	Closed	-$603K	–	91
2025 Q3	$603K	Buy	+5,012	New	+$558K	0.09%	83

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

von Borstel & Associates's IWF Position: Q4 2025 in Review

von Borstel & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 5,012 shares — an estimated $603K sold.

von Borstel & Associates first reported a position in IWF in Q3 2025 and held it in 1 quarter. The position peaked at $603K in Q3 2025. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

von Borstel & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 5,012 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $603K.
von Borstel & Associates first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's iShares Russell 1000 Growth ETF position peaked at $603K in Q3 2025.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.