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

Win 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	-17,960	Closed	-$2.1M	–	87
2025 Q3	$2.1M	Buy	+17,960	New	+$2M	1.02%	21
2025 Q2	–	Sell	-27,100	Closed	-$2.45M	–	65
2025 Q1	$2.45M	Sell	27,100 -580	-2%	-$57.2K	1.26%	26
2024 Q4	$2.78M	Buy	+27,680	New	+$2.72M	1.34%	24
2024 Q3	–	Sell	-170,380	Closed	-$15.5M	–	70
2024 Q2	$15.5M	Buy	+170,380	New	+$14.5M	6.93%	3
2023 Q2	–	Sell	-13,460	Closed	-$833K	–	39
2023 Q1	$833K	Buy	+13,460	New	+$775K	0.33%	23
2022 Q2	–	Sell	-40	Closed	-$3K	–	186
2022 Q1	$3K	Buy	+40	New	+$2.73K	﹤0.01%	171

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

Win Advisors's IWF Position: Q4 2025 in Review

Win Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 17,960 shares — an estimated $2.1M sold.

Win Advisors first reported a position in IWF in Q1 2022 and held it in 6 quarters. The position peaked at $15.5M in Q2 2024. 2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Win Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Win Advisors sold 17,960 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $2.1M.
Win Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and held it in 6 quarters.
Win Advisors's iShares Russell 1000 Growth ETF position peaked at $15.5M in Q2 2024.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Win Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.