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

Westbourne Investment 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
Q4 		– Sell
-2,000
Closed -$234K – 118
2025
Q3 		$234K Buy
+2,000
New +$223K 0.07% 104

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westbourne Investment Advisors's IWF Position: Q4 2025 in Review

Westbourne Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 2,000 shares — an estimated $234K sold.

Westbourne Investment Advisors first reported a position in IWF in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Westbourne Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Westbourne Investment Advisors sold 2,000 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $234K.
  • Westbourne Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Westbourne Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $234K in Q3 2025.
  • 2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Westbourne Investment Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.