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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$1.16M Buy
+9,764
New +$1.16M 0.14% 75

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's IWF Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2025: 9,764 shares worth $1.16M. The stake represents 0.14% of the portfolio and ranks #75 among its holdings.

2,528 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 9,764 shares of iShares Russell 1000 Growth ETF worth $1.16M as of Q4 2025.
  • iShares Russell 1000 Growth ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Russell 1000 Growth ETF made up 0.14% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #75 holding.
  • 2,528 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.