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

Wellington Capital 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 Q2	$217K	Buy	+2,044	New	+$195K	0.32%	77

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Capital Management's IWF Position: Q2 2025 in Review

Wellington Capital Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2025: 2,044 shares worth $217K. The stake represents 0.32% of the portfolio and ranks #77 among its holdings.

2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Wellington Capital Management held 2,044 shares of iShares Russell 1000 Growth ETF worth $217K as of Q2 2025.
iShares Russell 1000 Growth ETF was a new Wellington Capital Management position in Q2 2025.
iShares Russell 1000 Growth ETF made up 0.32% of Wellington Capital Management's portfolio in Q2 2025, its #77 holding.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.