Waverton Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Waverton Investment 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	-4,264	Closed	-$499K	–	52
2025 Q3	$499K	Hold	4,264	–	–	0.01%	79
2025 Q2	$452K	Hold	4,264	–	–	0.01%	90
2025 Q1	$385K	Hold	4,264	–	–	0.01%	88
2024 Q4	$428K	Hold	4,264	–	–	0.01%	88
2024 Q3	$400K	Hold	4,264	–	–	0.01%	87
2024 Q2	$389K	Buy	4,264 +1,764	+71%	+$151K	0.01%	86
2024 Q1	$211K	Buy	+2,500	New	+$201K	﹤0.01%	91
2017 Q1	–	Sell	-117,280	Closed	-$3.08M	–	106
2016 Q4	$3.08M	Sell	117,280 -451,828	-79%	-$11.7M	0.2%	64
2016 Q3	$14.8M	Buy	569,108 +99,256	+21%	+$2.58M	1%	30
2016 Q2	$11.8M	Buy	469,852 +280	+0.1%	+$6.99K	0.88%	27
2016 Q1	$11.7M	Sell	469,572 -53,676	-10%	-$1.27M	0.9%	26
2015 Q4	$13M	Hold	523,248	–	–	0.98%	26
2015 Q3	$12.2M	Buy	+523,248	New	+$12.9M	0.97%	27

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

Waverton Investment Management's IWF Position: Q4 2025 in Review

Waverton Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 4,264 shares — an estimated $499K sold.

Waverton Investment Management first reported a position in IWF in Q3 2015 and held it in 13 quarters. The position peaked at $14.8M in Q3 2016. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Waverton Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 4,264 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $499K.
Waverton Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and held it in 13 quarters.
Waverton Investment Management's iShares Russell 1000 Growth ETF position peaked at $14.8M in Q3 2016.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.