PACK Private Wealth, LLC IWF ISHARES RUSSELL 1000 GROWTH ETF IV

Ownership history in PACK Private Wealth, LLC  ·  17 quarters on record

AI Ownership Summary

PACK Private Wealth, LLC reported ISHARES RUSSELL 1000 GROWTH ETF IV (IWF) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q4. The latest visible filing shows IWF at 0.27% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PACK Private Wealth, LLC's position in ISHARES RUSSELL 1000 GROWTH ETF IV, 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 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 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 PACK Private Wealth, LLC held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14.4% -9.8% 1,246 -210 -14.4% 0.27% $590K 2026-02-14 (Est.) $111.69
2025 Q3 UNCHANGED 1,456 0% 0.32% $682K 2025-11-06 $117.82
2025 Q2 UNCHANGED 1,456 0% 0.33% $618K 2025-08-13 $112.16
2025 Q1 UNCHANGED 1,456 0% 0.31% $526K 2025-05-13 $98.79
2024 Q4 UNCHANGED 1,456 0% 0.34% $585K 2025-02-03 $100.77
2024 Q3 UNCHANGED 1,456 0% 0.31% $547K 2024-10-28 $95.35
2024 Q2 UNCHANGED 1,456 0% 0.33% $531K 2024-08-02 $85.40
2024 Q1 UNCHANGED 1,456 0% 0.31% $491K 2024-05-03 $82.17
2023 Q4 REDUCED 18.6% +11.3% 1,456 -332 -18.6% 0.30% $441K 2024-02-06 $79.58
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PACK Private Wealth, 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 PACK Private Wealth, LLC reported owning IWF?

PACK Private Wealth, LLC reported IWF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWF position in PACK Private Wealth, LLC's portfolio?

The largest reported portfolio weight for IWF was 0.34% in 2024 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when PACK Private Wealth, LLC reported 1,246 shares, equal to 0.27% of portfolio, with an estimated market value of $590K.

What does the chart on this IWF ownership page compare?

The chart compares PACK Private Wealth, 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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