WJ Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WJ Wealth 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 Q3	–	Sell	-1,920	Closed	-$204K	–	90
2025 Q2	$204K	Buy	+1,920	New	+$184K	0.06%	98
2022 Q2	–	Sell	-2,988	Closed	-$207K	–	54
2022 Q1	$207K	Sell	2,988 -196	-6%	-$13.4K	0.14%	48
2021 Q4	$243K	Sell	3,184 -68	-2%	-$5.04K	0.15%	51
2021 Q3	$223K	Buy	3,252 +4	+0.1%	+$283	0.15%	52
2021 Q2	$221K	Sell	3,248 -256	-7%	-$16.5K	0.68%	40
2021 Q1	$213K	Sell	3,504 -1,316	-27%	-$80.1K	0.66%	41
2020 Q4	$291K	Buy	4,820 +4	+0.1%	+$228	0.91%	30
2020 Q3	$261K	Sell	4,816 -4,940	-51%	-$260K	0.85%	27
2020 Q2	$468K	Buy	+9,756	New	+$430K	0.33%	33

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WJ Wealth Management's IWF Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 1,920 shares — an estimated $204K sold.

WJ Wealth Management first reported a position in IWF in Q2 2020 and held it in 9 quarters. The position peaked at $468K in Q2 2020. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

WJ Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 1,920 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $204K.
WJ Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 9 quarters.
WJ Wealth Management's iShares Russell 1000 Growth ETF position peaked at $468K in Q2 2020.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.