JFG
IWF icon

JMG Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JMG 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
2026
Q1 		$14.9M Sell
139,676
-304
-0.2% -$34.5K 0.41% 21
2025
Q4 		$16.6M Sell
139,980
-2,964
-2% -$351K 0.47% 20
2025
Q3 		$16.7M Sell
142,944
-3,056
-2% -$340K 0.48% 20
2025
Q2 		$15.5M Sell
146,000
-572
-0.4% -$54.7K 0.47% 21
2025
Q1 		$13.2M Sell
146,572
-3,320
-2% -$328K 0.45% 22
2024
Q4 		$15M Buy
149,892
+1,480
+1% +$146K 0.51% 21
2024
Q3 		$13.9M Buy
148,412
+20,416
+16% +$1.85M 0.48% 22
2024
Q2 		$11.7M Sell
127,996
-6,140
-5% -$524K 0.44% 23
2024
Q1 		$11.3M Sell
134,136
-7,016
-5% -$565K 0.43% 22
2023
Q4 		$10.7M Buy
141,152
+11,580
+9% +$819K 0.45% 22
2023
Q3 		$8.62M Sell
129,572
-1,456
-1% -$101K 0.42% 26
2023
Q2 		$9.01M Sell
131,028
-4,460
-3% -$284K 0.42% 26
2023
Q1 		$8.28M Buy
135,488
+1,620
+1% +$93.3K 0.42% 24
2022
Q4 		$7.17M Buy
133,868
+2,040
+2% +$112K 0.39% 25
2022
Q3 		$6.93M Sell
131,828
-22,116
-14% -$1.3M 0.45% 23
2022
Q2 		$8.42M Sell
153,944
-40
-0% -$2.4K 0.52% 21
2022
Q1 		$10.7M Sell
153,984
-1,212
-0.8% -$82.7K 0.54% 24
2021
Q4 		$11.9M Sell
155,196
-15,028
-9% -$1.11M 0.61% 19
2021
Q3 		$11.7M Sell
170,224
-1,720
-1% -$122K 0.65% 19
2021
Q2 		$11.7M Sell
171,944
-1,268
-0.7% -$81.8K 0.66% 19
2021
Q1 		$10.5M Sell
173,212
-5,096
-3% -$310K 0.65% 19
2020
Q4 		$10.7M Sell
178,308
-6,464
-3% -$368K 0.74% 18
2020
Q3 		$10M Sell
184,772
-596
-0.3% -$31.4K 0.81% 17
2020
Q2 		$8.89M Sell
185,368
-272
-0.1% -$12K 0.78% 19
2020
Q1 		$6.99M Sell
185,640
-2,692
-1% -$116K 0.75% 20
2019
Q4 		$8.28M Sell
188,332
-2,268
-1% -$94.7K 0.81% 20
2019
Q3 		$7.61M Sell
190,600
-5,704
-3% -$229K 0.8% 23
2019
Q2 		$7.72M Sell
196,304
-5,548
-3% -$215K 0.83% 23
2019
Q1 		$7.64M Sell
201,852
-20,700
-9% -$744K 0.89% 22
2018
Q4 		$7.28M Sell
222,552
-15,252
-6% -$538K 0.84% 23
2018
Q3 		$9.27M Buy
237,804
+1,368
+0.6% +$51.8K 0.97% 20
2018
Q2 		$8.5M Buy
236,436
+7,820
+3% +$276K 0.94% 20
2018
Q1 		$7.78M Sell
228,616
-2,680
-1% -$93.9K 0.92% 19
2017
Q4 		$7.79M Sell
231,296
-4,540
-2% -$149K 0.93% 19
2017
Q3 		$7.37M Sell
235,836
-9,900
-4% -$303K 0.95% 19
2017
Q2 		$7.31M Sell
245,736
-1,624
-0.7% -$47.7K 0.91% 20
2017
Q1 		$7.04M Sell
247,360
-7,940
-3% -$220K 0.93% 22
2016
Q4 		$6.7M Sell
255,300
-2,380
-0.9% -$61.8K 1.02% 23
2016
Q3 		$6.71M Hold
257,680
– – 1.09% 19
2016
Q2 		$6.46M Buy
257,680
+200
+0.1% +$4.99K 1.12% 19
2016
Q1 		$6.42M Buy
257,480
+35,232
+16% +$832K 1.2% 20
2015
Q4 		$5.53M Buy
222,248
+4,112
+2% +$103K 1.17% 24
2015
Q3 		$5.07M Sell
218,136
-4,584
-2% -$113K 1.24% 21
2015
Q2 		$5.51M Sell
222,720
-1,364
-0.6% -$34.3K 1.27% 22
2015
Q1 		$5.54M Sell
224,084
-11,328
-5% -$277K 1.29% 21
2014
Q4 		$5.63M Sell
235,412
-3,700
-2% -$86.6K 1.47% 19
2014
Q3 		$5.48M Sell
239,112
-2,968
-1% -$68K 1.52% 16
2014
Q2 		$5.5M Buy
242,080
+1,240
+0.5% +$27.2K 1.55% 16
2014
Q1 		$5.21M Buy
240,840
+6,336
+3% +$136K 1.59% 16
2013
Q4 		$5.04M Buy
234,504
+10,260
+5% +$210K 1.49% 17
2013
Q3 		$4.38M Sell
224,244
-8,944
-4% -$171K 1.43% 16
2013
Q2 		$4.24M Buy
+233,188
New +$4.27M 1.44% 16

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMG Financial Group's IWF Position: Q1 2026 in Review

JMG Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.22% in Q1 2026, selling an estimated $34.5K and leaving 139,676 shares worth $14.9M. The position accounts for 0.41% of the portfolio, ranked #21.

JMG Financial Group first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.7M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • JMG Financial Group held 139,676 shares of iShares Russell 1000 Growth ETF worth $14.9M as of Q1 2026.
  • JMG Financial Group sold 304 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $34.5K.
  • iShares Russell 1000 Growth ETF made up 0.41% of JMG Financial Group's portfolio in Q1 2026, its #21 holding.
  • JMG Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • JMG Financial Group's iShares Russell 1000 Growth ETF position peaked at $16.7M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.