MA Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MA Private Wealth’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	$1.23M	Hold	9,940	–	–	0.18%	47
2026 Q1	$1.06M	Hold	9,940	–	–	0.18%	49
2025 Q4	$1.18M	Hold	9,940	–	–	0.2%	45
2025 Q3	$1.16M	Hold	9,940	–	–	0.2%	43
2025 Q2	$1.06M	Hold	9,940	–	–	0.19%	45
2025 Q1	$897K	Hold	9,940	–	–	0.17%	48
2024 Q4	$998K	Hold	9,940	–	–	0.19%	41
2024 Q3	$933K	Sell	9,940 -592	-6%	-$53.7K	0.17%	46
2024 Q2	$960K	Hold	10,532	–	–	0.19%	44
2024 Q1	$887K	Sell	10,532 -4	-0%	-$322	0.18%	45
2023 Q4	$799K	Hold	10,536	–	–	0.17%	47
2023 Q3	$701K	Hold	10,536	–	–	0.17%	48
2023 Q2	$725K	Sell	10,536 -2,344	-18%	-$149K	0.17%	46
2023 Q1	$787K	Sell	12,880 -3,204	-20%	-$185K	0.19%	45
2022 Q4	$861K	Hold	16,084	–	–	0.21%	44
2022 Q3	$887K	Hold	16,084	–	–	0.22%	41
2022 Q2	$893K	Sell	16,084 -4,976	-24%	-$299K	0.22%	42
2022 Q1	$1.46M	Sell	21,060 -3,508	-14%	-$239K	0.27%	38
2021 Q4	$1.88M	Buy	24,568 +1,168	+5%	+$86.6K	0.34%	37
2021 Q3	$1.6M	Hold	23,400	–	–	0.31%	39
2021 Q2	$1.59M	Hold	23,400	–	–	0.32%	41
2021 Q1	$1.42M	Sell	23,400 -248	-1%	-$15.1K	0.3%	42
2020 Q4	$1.43M	Sell	23,648 -1,168	-5%	-$66.5K	0.33%	38
2020 Q3	$1.35M	Hold	24,816	–	–	0.32%	38
2020 Q2	$1.19M	Buy	24,816 +2,784	+13%	+$123K	0.3%	41
2020 Q1	$830K	Sell	22,032 -1,000	-4%	-$43.1K	0.24%	41
2019 Q4	$1.01M	Sell	23,032 -12,644	-35%	-$528K	0.31%	29
2019 Q3	$1.42M	Sell	35,676 -40	-0.1%	-$1.6K	0.4%	34
2019 Q2	$1.41M	Sell	35,716 -13,200	-27%	-$511K	0.41%	36
2019 Q1	$1.85M	Sell	48,916 -8,752	-15%	-$314K	0.59%	33
2018 Q4	$1.89M	Buy	+57,668	New	+$2.03M	0.72%	31

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

MA Private Wealth's IWF Position: Q2 2026 in Review

MA Private Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 9,940 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #47.

MA Private Wealth first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.89M in Q4 2018. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MA Private Wealth held 9,940 shares of iShares Russell 1000 Growth ETF worth $1.23M as of Q2 2026.
MA Private Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.18% of MA Private Wealth's portfolio in Q2 2026, its #47 holding.
MA Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
MA Private Wealth's iShares Russell 1000 Growth ETF position peaked at $1.89M in Q4 2018.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.