Bawa N Mallick Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bawa N Mallick Trust’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
2026 Q2	$9.71M	Hold	78,200	–	–	3.14%	4
2026 Q1	$8.34M	Hold	78,200	–	–	3.41%	3
2025 Q4	$9.25M	Hold	78,200	–	–	3.44%	4
2025 Q3	$9.16M	Hold	78,200	–	–	3.47%	4
2025 Q2	$8.3M	Hold	78,200	–	–	3.43%	4
2025 Q1	$7.06M	Hold	78,200	–	–	3.34%	5
2024 Q4	$7.85M	Buy	+78,200	New	+$7.69M	3.45%	4

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bawa N Mallick Trust's IWF Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 78,200 shares worth $9.71M. The position accounts for 3.14% of the portfolio, ranked #4.

Bawa N Mallick Trust first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bawa N Mallick Trust held 78,200 shares of iShares Russell 1000 Growth ETF worth $9.71M as of Q2 2026.
Bawa N Mallick Trust left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 3.14% of Bawa N Mallick Trust's portfolio in Q2 2026, its #4 holding.
Bawa N Mallick Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.