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

Marks Group 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	$479K	Hold	4,492	–	–	0.05%	251
2025 Q4	$532K	Buy	4,492 +92	+2%	+$10.9K	0.05%	236
2025 Q3	$515K	Sell	4,400 -12	-0.3%	-$1.34K	0.05%	221
2025 Q2	$468K	Sell	4,412 -244	-5%	-$23.3K	0.04%	229
2025 Q1	$420K	Buy	4,656 +76	+2%	+$7.5K	0.04%	254
2024 Q4	$460K	Sell	4,580 -8	-0.2%	-$787	0.05%	227
2024 Q3	$431K	Sell	4,588 -68	-1%	-$6.17K	0.04%	233
2024 Q2	$424K	Buy	4,656 +940	+25%	+$80.3K	0.04%	232
2024 Q1	$313K	Hold	3,716	–	–	0.03%	261
2023 Q4	$282K	Hold	3,716	–	–	0.03%	266
2023 Q3	$247K	Hold	3,716	–	–	0.03%	257
2023 Q2	$256K	Sell	3,716 -244	-6%	-$15.5K	0.03%	259
2023 Q1	$242K	Buy	+3,960	New	+$228K	0.03%	260

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

Marks Group Wealth Management's IWF Position: Q1 2026 in Review

Marks Group Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,492 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #251.

Marks Group Wealth Management first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $532K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Marks Group Wealth Management held 4,492 shares of iShares Russell 1000 Growth ETF worth $479K as of Q1 2026.
Marks Group Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #251 holding.
Marks Group Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Marks Group Wealth Management's iShares Russell 1000 Growth ETF position peaked at $532K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.