Burns Matteson Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Burns Matteson Capital Management’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	$281K	Sell	2,261 -3	-0.1%	-$362	0.09%	165
2026 Q1	$241K	Hold	2,264	–	–	0.09%	176
2025 Q4	$268K	Hold	2,264	–	–	0.09%	166
2025 Q3	$265K	Hold	2,264	–	–	0.1%	162
2025 Q2	$240K	Hold	2,264	–	–	0.12%	156
2025 Q1	$204K	Hold	2,264	–	–	0.11%	155
2024 Q4	$227K	Hold	2,264	–	–	0.13%	133
2024 Q3	$212K	Hold	2,264	–	–	0.12%	140
2024 Q2	$206K	Buy	+2,264	New	+$193K	0.13%	141

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Burns Matteson Capital Management's IWF Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.13% in Q2 2026, selling an estimated $362 and leaving 2,261 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #165.

Burns Matteson Capital Management first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 664 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Burns Matteson Capital Management held 2,261 shares of iShares Russell 1000 Growth ETF worth $281K as of Q2 2026.
Burns Matteson Capital Management sold 3 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $362.
iShares Russell 1000 Growth ETF made up 0.09% of Burns Matteson Capital Management's portfolio in Q2 2026, its #165 holding.
Burns Matteson Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
664 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.