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

Waterloo Capital’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
-5,132
Closed -$601K – 474
2025
Q3 		$601K Hold
5,132
– – 0.04% 244
2025
Q2 		$545K Sell
5,132
-1,164
-18% -$111K 0.04% 258
2025
Q1 		$568K Buy
6,296
+164
+3% +$16.2K 0.05% 231
2024
Q4 		$616K Sell
6,132
-296
-5% -$29.1K 0.06% 205
2024
Q3 		$603K Sell
6,428
-264
-4% -$23.9K 0.07% 210
2024
Q2 		$610K Hold
6,692
– – 0.07% 198
2024
Q1 		$564K Hold
6,692
– – 0.07% 207
2023
Q4 		$507K Hold
6,692
– – 0.08% 209
2023
Q3 		$445K Sell
6,692
-15,608
-70% -$1.08M 0.13% 108
2023
Q2 		$1.53M Buy
22,300
+10,932
+96% +$695K 0.45% 41
2023
Q1 		$694K Buy
+11,368
New +$655K 0.21% 70
2020
Q1 		$633K Buy
+16,796
New +$724K 0.45% 51

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

Waterloo Capital's IWF Position: Q4 2025 in Review

Waterloo Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 5,132 shares — an estimated $601K sold.

Waterloo Capital first reported a position in IWF in Q1 2020 and held it in 12 quarters. The position peaked at $1.53M in Q2 2023. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Waterloo Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Waterloo Capital sold 5,132 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $601K.
  • Waterloo Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and held it in 12 quarters.
  • Waterloo Capital's iShares Russell 1000 Growth ETF position peaked at $1.53M in Q2 2023.
  • 2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.