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

Maridea Wealth Management’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	$725K	Sell	6,800 -552	-8%	-$62.7K	0.11%	199
2025 Q4	$870K	Buy	7,352 +1,816	+33%	+$215K	0.13%	166
2025 Q3	$654K	Buy	5,536 +60	+1%	+$6.68K	0.1%	190
2025 Q2	$581K	Buy	5,476 +268	+5%	+$25.6K	0.15%	128
2025 Q1	$470K	Sell	5,208 -1,452	-22%	-$143K	0.15%	133
2024 Q4	$669K	Buy	+6,660	New	+$655K	0.22%	81

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

Maridea Wealth Management's IWF Position: Q1 2026 in Review

Maridea Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.5% in Q1 2026, selling an estimated $62.7K and leaving 6,800 shares worth $725K. The position accounts for 0.11% of the portfolio, ranked #199.

Maridea Wealth Management first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $870K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Maridea Wealth Management held 6,800 shares of iShares Russell 1000 Growth ETF worth $725K as of Q1 2026.
Maridea Wealth Management sold 552 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $62.7K.
iShares Russell 1000 Growth ETF made up 0.11% of Maridea Wealth Management's portfolio in Q1 2026, its #199 holding.
Maridea Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's iShares Russell 1000 Growth ETF position peaked at $870K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.