WMS Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WMS Partners’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 Q1	–	Sell	-26,188	Closed	-$2.63M	–	141
2024 Q4	$2.63M	Buy	26,188 +1,364	+5%	+$134K	0.15%	59
2024 Q3	$2.33M	Buy	24,824 +8,132	+49%	+$737K	0.13%	68
2024 Q2	$1.52M	Sell	16,692 -24	-0.1%	-$2.05K	0.1%	78
2024 Q1	$1.41M	Buy	16,716 +2,072	+14%	+$167K	0.1%	89
2023 Q4	$1.11M	Sell	14,644 -800	-5%	-$56.6K	0.08%	99
2023 Q3	$1.03M	Hold	15,444	–	–	0.08%	96
2023 Q2	$1.06M	Hold	15,444	–	–	0.08%	94
2023 Q1	$943K	Sell	15,444 -404	-3%	-$23.3K	0.08%	103
2022 Q4	$849K	Sell	15,848 -460	-3%	-$25.3K	0.08%	109
2022 Q3	$858K	Buy	16,308 +840	+5%	+$49.4K	0.12%	98
2022 Q2	$846K	Sell	15,468 -832	-5%	-$49.9K	0.13%	94
2022 Q1	$1.13M	Buy	16,300 +80	+0.5%	+$5.46K	0.16%	75
2021 Q4	$1.24M	Buy	16,220 +40	+0.2%	+$2.96K	0.26%	67
2021 Q3	$1.11M	Buy	16,180 +12	+0.1%	+$849	0.16%	79
2021 Q2	$1.1M	Hold	16,168	–	–	0.16%	74
2021 Q1	$982K	Hold	16,168	–	–	0.22%	65
2020 Q4	$975K	Buy	16,168 +1,624	+11%	+$92.4K	0.17%	68
2020 Q3	$789K	Hold	14,544	–	–	0.15%	75
2020 Q2	$698K	Buy	14,544 +112	+0.8%	+$4.94K	0.14%	83
2020 Q1	$544K	Sell	14,432 -2,928	-17%	-$126K	0.15%	82
2019 Q4	$763K	Sell	17,360 -4,656	-21%	-$194K	0.17%	77
2019 Q3	$879K	Buy	22,016 +2,928	+15%	+$117K	0.21%	68
2019 Q2	$751K	Buy	19,088 +4,596	+32%	+$178K	0.18%	78
2019 Q1	$548K	Sell	14,492 -4,576	-24%	-$164K	0.14%	97
2018 Q4	$624K	Sell	19,068 -1,780	-9%	-$62.8K	0.17%	80
2018 Q3	$813K	Hold	20,848	–	–	0.09%	87
2018 Q2	$750K	Sell	20,848 -104	-0.5%	-$3.67K	0.09%	95
2018 Q1	$713K	Buy	20,952 +468	+2%	+$16.4K	0.08%	92
2017 Q4	$690K	Buy	20,484 +12	+0.1%	+$393	0.08%	102
2017 Q3	$640K	Sell	20,472 -1,580	-7%	-$48.4K	0.08%	106
2017 Q2	$656K	Hold	22,052	–	–	0.08%	101
2017 Q1	$627K	Sell	22,052 -1,684	-7%	-$46.7K	0.08%	101
2016 Q4	$622K	Sell	23,736 -3,804	-14%	-$98.7K	0.08%	96
2016 Q3	$717K	Sell	27,540 -912	-3%	-$23.7K	0.1%	86
2016 Q2	$714K	Hold	28,452	–	–	0.1%	83
2016 Q1	$710K	Sell	28,452 -4,248	-13%	-$100K	0.1%	93
2015 Q4	$813K	Buy	32,700 +4,384	+15%	+$109K	0.12%	87
2015 Q3	$658K	Sell	28,316 -5,884	-17%	-$145K	0.1%	95
2015 Q2	$846K	Buy	34,200 +272	+0.8%	+$6.84K	0.1%	130
2015 Q1	$839K	Buy	33,928 +5,740	+20%	+$140K	0.1%	123
2014 Q4	$674K	Buy	28,188 +36	+0.1%	+$842	0.1%	99
2014 Q3	$645K	Buy	28,152 +48	+0.2%	+$1.1K	0.1%	119
2014 Q2	$639K	Buy	28,104 +816	+3%	+$17.9K	0.1%	117
2014 Q1	$590K	Buy	27,288 +2,600	+11%	+$55.8K	0.09%	121
2013 Q4	$530K	Hold	24,688	–	–	0.09%	115
2013 Q3	$483K	Buy	24,688 +200	+0.8%	+$3.83K	0.09%	109
2013 Q2	$445K	Buy	+24,488	New	+$449K	0.08%	121

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

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WMS Partners's IWF Position: Q1 2025 in Review

WMS Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 26,188 shares — an estimated $2.63M sold.

WMS Partners first reported a position in IWF in Q2 2013 and held it in 47 quarters. The position peaked at $2.63M in Q4 2024. 2,221 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

WMS Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 26,188 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $2.63M.
WMS Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 47 quarters.
WMS Partners's iShares Russell 1000 Growth ETF position peaked at $2.63M in Q4 2024.
2,221 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.