IWF — iShares Russell 1000 Growth ET

Ownership history in SlateStone Wealth, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which SlateStone Wealth, LLC reported a position in iShares Russell 1000 Growth ET (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.03% (2023 Q2)
Avg. % of fund
1.94%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,752 -344 -0.7% 1.89% $22.6M $473.30
2025 Q3 REDUCED 48,096 -6,539 -12.0% 1.95% $22.5M $467.94
2025 Q2 REDUCED 54,635 -2,393 -4.2% 2.17% $23.2M $423.76
2025 Q1 REDUCED 57,028 -2,036 -3.4% 2.07% $20.6M $360.04
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%
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