IWF β€” iShares Russell 1000 Growth ETF

Ownership history in Ethos Financial Group, LLC  Β·  9 quarters on record

AI Ownership Summary

Ethos Financial Group, LLC reported iShares Russell 1000 Growth ETF (IWF) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.9% in 2025 Q1. The latest visible filing shows IWF at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ethos Financial Group, LLC's position in iShares Russell 1000 Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWF was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.9% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ethos Financial Group, LLC held IWF β€” position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38,440 -387 -1.0% 1.34% $18.2M 2026-02-14 (Est.) $446.78
2025 Q3 ADDED 38,827 +15,532 +66.7% 1.43% $18.2M 2025-10-23 $472.04
2025 Q2 REDUCED 23,295 -28,879 -55.4% 0.85% $9.9M 2025-08-06 $441.69
2025 Q1 ADDED 52,174 +37,217 +248.8% 1.90% $19.9M 2025-05-13 $395.17
2024 Q4 REDUCED 14,957 -12,884 -46.3% 0.78% $6.0M 2025-02-06 $410.88
2024 Q3 ADDED 27,841 +16,425 +143.9% 1.72% $10.5M 2024-11-07 $394.99
2024 Q2 REDUCED 11,416 -8,398 -42.4% 0.74% $4.2M 2024-08-12 $344.12
2024 Q1 ADDED 19,814 +16,809 +559.4% 1.26% $6.7M 2024-05-08 $332.34
2023 Q3 INITIATED 3,005 β€” β€” 0.21% $801K 2023-11-13 $278.25

FAQ About Ethos Financial Group, LLC and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ethos Financial Group, LLC reported owning IWF?

Ethos Financial Group, LLC reported IWF across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IWF position in Ethos Financial Group, LLC's portfolio?

The largest reported portfolio weight for IWF was 1.90% in 2025 Q1.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when Ethos Financial Group, LLC reported 38,440 shares, equal to 1.34% of portfolio, with an estimated market value of $18.2M.

What does the chart on this IWF ownership page compare?

The chart compares Ethos Financial Group, LLC's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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