JMFC
IWF icon

J.M. Forbes & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

J.M. Forbes & Co’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 		$578K Hold
4,652
– – 0.05% 105
2026
Q1 		$496K Buy
+4,652
New +$528K 0.04% 104

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

J.M. Forbes & Co's IWF Position: Q2 2026 in Review

J.M. Forbes & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,652 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #105.

J.M. Forbes & Co first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • J.M. Forbes & Co held 4,652 shares of iShares Russell 1000 Growth ETF worth $578K as of Q2 2026.
  • J.M. Forbes & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.05% of J.M. Forbes & Co's portfolio in Q2 2026, its #105 holding.
  • J.M. Forbes & Co first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.