M3 Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

M3 Advisory 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	$351K	Hold	3,288	–	–	0.22%	84
2025 Q4	$389K	Hold	3,288	–	–	0.24%	77
2025 Q3	$385K	Hold	3,288	–	–	0.24%	77
2025 Q2	$349K	Hold	3,288	–	–	0.24%	79
2025 Q1	$297K	Buy	3,288 +4	+0.1%	+$395	0.23%	92
2024 Q4	$330K	Hold	3,284	–	–	0.24%	84
2024 Q3	$308K	Hold	3,284	–	–	0.23%	102
2024 Q2	$299K	Buy	3,284 +68	+2%	+$5.81K	0.25%	98
2024 Q1	$271K	Buy	3,216 +108	+3%	+$8.7K	0.25%	97
2023 Q4	$235K	Buy	+3,108	New	+$220K	0.28%	87

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M3 Advisory Group's IWF Position: Q1 2026 in Review

M3 Advisory Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,288 shares worth $351K. The position accounts for 0.22% of the portfolio, ranked #84.

M3 Advisory Group first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $389K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

M3 Advisory Group held 3,288 shares of iShares Russell 1000 Growth ETF worth $351K as of Q1 2026.
M3 Advisory Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.22% of M3 Advisory Group's portfolio in Q1 2026, its #84 holding.
M3 Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's iShares Russell 1000 Growth ETF position peaked at $389K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.