Magnolia Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Magnolia Capital Advisors’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	$854K	Sell	8,008 -20	-0.2%	-$2.27K	0.17%	148
2025 Q4	$950K	Buy	8,028 +460	+6%	+$54.5K	0.2%	122
2025 Q3	$886K	Buy	7,568 +72	+1%	+$8.02K	0.23%	118
2025 Q2	$796K	Sell	7,496 -64	-0.8%	-$6.12K	0.2%	121
2025 Q1	$682K	Buy	7,560 +172	+2%	+$17K	0.19%	128
2024 Q4	$742K	Buy	+7,388	New	+$727K	0.19%	121
2023 Q3	–	Sell	-3,944	Closed	-$271K	–	108
2023 Q2	$271K	Buy	3,944 +52	+1%	+$3.31K	0.14%	113
2023 Q1	$238K	Sell	3,892 -720	-16%	-$41.5K	0.12%	132
2022 Q4	$247K	Hold	4,612	–	–	0.16%	122
2022 Q3	$243K	Hold	4,612	–	–	0.21%	110
2022 Q2	$252K	Sell	4,612 -11,312	-71%	-$679K	0.23%	103
2022 Q1	$1.1M	Sell	15,924 -17,332	-52%	-$1.18M	0.43%	70
2021 Q4	$2.54M	Sell	33,256 -1,312	-4%	-$97.3K	0.74%	35
2021 Q3	$2.37M	Buy	34,568 +28,272	+449%	+$2M	0.83%	33
2021 Q2	$427K	Sell	6,296 -68	-1%	-$4.38K	0.19%	95
2021 Q1	$387K	Sell	6,364 -700	-10%	-$42.6K	0.77%	45
2020 Q4	$426K	Sell	7,064 -20	-0.3%	-$1.14K	0.28%	58
2020 Q3	$384K	Sell	7,084 -40	-0.6%	-$2.11K	0.3%	50
2020 Q2	$342K	Hold	7,124	–	–	0.44%	44
2020 Q1	$268K	Hold	7,124	–	–	0.52%	48
2019 Q4	$313K	Buy	+7,124	New	+$297K	0.3%	59

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

Magnolia Capital Advisors's IWF Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.25% in Q1 2026, selling an estimated $2.27K and leaving 8,008 shares worth $854K. The position accounts for 0.17% of the portfolio, ranked #148.

Magnolia Capital Advisors first reported a position in IWF in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.54M in Q4 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Magnolia Capital Advisors held 8,008 shares of iShares Russell 1000 Growth ETF worth $854K as of Q1 2026.
Magnolia Capital Advisors sold 20 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.27K.
iShares Russell 1000 Growth ETF made up 0.17% of Magnolia Capital Advisors's portfolio in Q1 2026, its #148 holding.
Magnolia Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 21 quarters since.
Magnolia Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $2.54M in Q4 2021.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.