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Watts Gwilliam & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Watts Gwilliam & Co’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
Q3 		$9.04M Sell
77,200
-300
-0.4% -$33.4K 1.46% 15
2025
Q2 		$8.99M Sell
77,500
-6,172
-7% -$590K 1.48% 15
2025
Q1 		$7.55M Sell
83,672
-2,624
-3% -$259K 1.64% 13
2024
Q4 		$8.71M Sell
86,296
-508
-0.6% -$50K 1.84% 11
2024
Q3 		$8.17M Buy
+86,804
New +$7.87M 1.78% 10
2024
Q1 		$8.07M Buy
+95,312
New +$7.68M 2.49% 9

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Watts Gwilliam & Co's IWF Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.39% in Q3 2025, selling an estimated $33.4K and leaving 77,200 shares worth $9.04M. The position accounts for 1.46% of the portfolio, ranked #15.

Watts Gwilliam & Co first reported a position in IWF in Q1 2024 and has held it in 6 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Watts Gwilliam & Co held 77,200 shares of iShares Russell 1000 Growth ETF worth $9.04M as of Q3 2025.
  • Watts Gwilliam & Co sold 300 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $33.4K.
  • iShares Russell 1000 Growth ETF made up 1.46% of Watts Gwilliam & Co's portfolio in Q3 2025, its #15 holding.
  • Watts Gwilliam & Co first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.