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Wealthstream Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wealthstream Advisors’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 		$3.73M Sell
31,852
-676
-2% -$75.3K 0.56% 21
2025
Q2 		$3.45M Sell
32,528
-540
-2% -$51.6K 0.57% 21
2025
Q1 		$2.99M Sell
33,068
-40
-0.1% -$3.95K 0.56% 19
2024
Q4 		$3.32M Sell
33,108
-1,760
-5% -$173K 0.61% 20
2024
Q3 		$3.27M Sell
34,868
-1,616
-4% -$147K 0.59% 18
2024
Q2 		$3.32M Sell
36,484
-220
-0.6% -$18.8K 1.22% 16
2024
Q1 		$3.09M Hold
36,704
– – 1.17% 15
2023
Q4 		$2.78M Buy
36,704
+4
+0% +$283 1.15% 15
2023
Q3 		$2.44M Hold
36,700
– – 1.26% 13
2023
Q2 		$2.52M Buy
36,700
+4
+0% +$254 1.32% 13
2023
Q1 		$2.24M Hold
36,696
– – 1.34% 14
2022
Q4 		$1.97M Buy
36,696
+4
+0% +$220 1.28% 15
2022
Q3 		$1.93M Sell
36,692
-748
-2% -$44K 2.07% 10
2022
Q2 		$2.05M Buy
37,440
+1,080
+3% +$64.8K 2.07% 11
2022
Q1 		$2.52M Sell
36,360
-1,492
-4% -$102K 2.21% 8
2021
Q4 		$2.89M Buy
+37,852
New +$2.81M 2.47% 8

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 $424B AUM 22.94% 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

Wealthstream Advisors's IWF Position: Q3 2025 in Review

Wealthstream Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q3 2025, selling an estimated $75.3K and leaving 31,852 shares worth $3.73M. The position accounts for 0.56% of the portfolio, ranked #21.

Wealthstream Advisors first reported a position in IWF in Q4 2021 and has held it in 16 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Wealthstream Advisors held 31,852 shares of iShares Russell 1000 Growth ETF worth $3.73M as of Q3 2025.
  • Wealthstream Advisors sold 676 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $75.3K.
  • iShares Russell 1000 Growth ETF made up 0.56% of Wealthstream Advisors's portfolio in Q3 2025, its #21 holding.
  • Wealthstream Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.