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

Marble 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 		$484K Buy
3,895
+251
+7% +$30.3K 0.07% 146
2026
Q1 		$389K Sell
3,644
-612
-14% -$69.5K 0.07% 155
2025
Q4 		$504K Buy
+4,256
New +$504K 0.07% 169

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

Marble Wealth's IWF Position: Q2 2026 in Review

Marble Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.9% in Q2 2026, buying an estimated $30.3K and bringing the position to 3,895 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #146.

Marble Wealth first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $504K in Q4 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Marble Wealth held 3,895 shares of iShares Russell 1000 Growth ETF worth $484K as of Q2 2026.
  • Marble Wealth bought 251 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $30.3K.
  • iShares Russell 1000 Growth ETF made up 0.07% of Marble Wealth's portfolio in Q2 2026, its #146 holding.
  • Marble Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's iShares Russell 1000 Growth ETF position peaked at $504K in Q4 2025.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.