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Market Street Wealth Management Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Market Street Wealth Management 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
Q2 		$9.08M Sell
73,138
-146
-0.2% -$17.6K 1.29% 18
2026
Q1 		$7.81M Sell
73,284
-516
-0.7% -$58.6K 1.23% 19
2025
Q4 		$8.73M Sell
73,800
-644
-0.9% -$76.3K 1.36% 19
2025
Q3 		$8.72M Sell
74,444
-2,012
-3% -$224K 1.38% 19
2025
Q2 		$8.12M Sell
76,456
-2,608
-3% -$249K 1.32% 19
2025
Q1 		$7.14M Sell
79,064
-736
-0.9% -$72.6K 1.21% 19
2024
Q4 		$8.01M Sell
79,800
-3,180
-4% -$313K 1.34% 19
2024
Q3 		$7.79M Sell
82,980
-672
-0.8% -$60.9K 1.28% 19
2024
Q2 		$7.62M Sell
83,652
-176
-0.2% -$15K 1.31% 19
2024
Q1 		$7.06M Sell
83,828
-1,120
-1% -$90.2K 1.24% 19
2023
Q4 		$6.44M Sell
84,948
-2,580
-3% -$182K 1.35% 19
2023
Q3 		$5.82M Sell
87,528
-396
-0.5% -$27.3K 1.49% 18
2023
Q2 		$6.05M Sell
87,924
-1,340
-2% -$85.2K 1.54% 18
2023
Q1 		$5.45M Sell
89,264
-2,916
-3% -$168K 1.43% 18
2022
Q4 		$4.94M Sell
92,180
-8,992
-9% -$495K 1.43% 17
2022
Q3 		$5.32M Sell
101,172
-1,536
-1% -$90.3K 1.69% 14
2022
Q2 		$5.62M Sell
102,708
-2,244
-2% -$135K 1.74% 14
2022
Q1 		$7.28M Sell
104,952
-1,580
-1% -$108K 2.58% 8
2021
Q4 		$8.14M Sell
106,532
-5,068
-5% -$376K 2.65% 9
2021
Q3 		$7.65M Sell
111,600
-1,580
-1% -$112K 3.03% 8
2021
Q2 		$7.68M Sell
113,180
-1,064
-0.9% -$68.6K 3.38% 7
2021
Q1 		$6.94M Sell
114,244
-6,916
-6% -$421K 4.11% 5
2020
Q4 		$7.3M Sell
121,160
-712
-0.6% -$40.5K 5.7% 3
2020
Q3 		$6.61M Sell
121,872
-6,404
-5% -$337K 5.91% 3
2020
Q2 		$6.16M Sell
128,276
-28,912
-18% -$1.27M 5.62% 3
2020
Q1 		$5.92M Sell
157,188
-22,984
-13% -$991K 6.38% 5
2019
Q4 		$7.92M Sell
180,172
-26,836
-13% -$1.12M 7.23% 6
2019
Q3 		$8.26M Sell
207,008
-18,656
-8% -$748K 8.03% 5
2019
Q2 		$9.2M Sell
225,664
-28,524
-11% -$1.1M 8.87% 5
2019
Q1 		$9.62M Sell
254,188
-18,420
-7% -$662K 9.6% 3
2018
Q4 		$8.92M Buy
+272,608
New +$9.61M 9.96% 4

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM

Market Street Wealth Management Advisors's IWF Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.2% in Q2 2026, selling an estimated $17.6K and leaving 73,138 shares worth $9.08M. The position accounts for 1.29% of the portfolio, ranked #18.

Market Street Wealth Management Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.62M in Q1 2019. 1,684 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Market Street Wealth Management Advisors held 73,138 shares of iShares Russell 1000 Growth ETF worth $9.08M as of Q2 2026.
  • Market Street Wealth Management Advisors sold 146 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $17.6K.
  • iShares Russell 1000 Growth ETF made up 1.29% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #18 holding.
  • Market Street Wealth Management Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Market Street Wealth Management Advisors's iShares Russell 1000 Growth ETF position peaked at $9.62M in Q1 2019.
  • 1,684 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.