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 Q2	$590K	Sell	4,754 -2,046	-30%	-$247K	0.06%	268
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 $1.89T 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

Maridea Wealth Management's IWF Position: Q2 2026 in Review

Maridea Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q2 2026, selling an estimated $247K and leaving 4,754 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #268.

Maridea Wealth Management first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $870K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Maridea Wealth Management held 4,754 shares of iShares Russell 1000 Growth ETF worth $590K as of Q2 2026.
Maridea Wealth Management sold 2,046 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $247K.
iShares Russell 1000 Growth ETF made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #268 holding.
Maridea Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's iShares Russell 1000 Growth ETF position peaked at $870K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.