FMA Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FMA Wealth 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	$11.7M	Sell	94,136 -5,216	-5%	-$629K	7.48%	5
2026 Q1	$10.6M	Sell	99,352 -10,100	-9%	-$1.15M	7.04%	6
2025 Q4	$13M	Sell	109,452 -6,024	-5%	-$714K	8.39%	3
2025 Q3	$13.5M	Sell	115,476 -1,732	-1%	-$193K	9.28%	3
2025 Q2	$12.4M	Sell	117,208 -9,660	-8%	-$924K	9.21%	3
2025 Q1	$12.5M	Sell	126,868 -10,708	-8%	-$1.06M	9.61%	3
2024 Q4	$13.8M	Sell	137,576 -3,336	-2%	-$328K	10.28%	1
2024 Q3	$13.2M	Sell	140,912 -2,416	-2%	-$219K	9.59%	3
2024 Q2	$13.1M	Sell	143,328 -952	-0.7%	-$81.3K	10.56%	1
2024 Q1	$12.2M	Sell	144,280 -724	-0.5%	-$58.3K	10.07%	2
2023 Q4	$11M	Buy	+145,004	New	+$10.3M	10.01%	3

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

FMA Wealth Management's IWF Position: Q2 2026 in Review

FMA Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q2 2026, selling an estimated $629K and leaving 94,136 shares worth $11.7M. The position accounts for 7.48% of the portfolio, ranked #5.

FMA Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2024. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

FMA Wealth Management held 94,136 shares of iShares Russell 1000 Growth ETF worth $11.7M as of Q2 2026.
FMA Wealth Management sold 5,216 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $629K.
iShares Russell 1000 Growth ETF made up 7.48% of FMA Wealth Management's portfolio in Q2 2026, its #5 holding.
FMA Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
FMA Wealth Management's iShares Russell 1000 Growth ETF position peaked at $13.8M in Q4 2024.
2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.