MFG
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Marmo Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Marmo Financial Group’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 		$2.37M Sell
22,228
-1,384
-6% -$157K 1.17% 19
2025
Q4 		$2.79M Buy
23,612
+20
+0.1% +$2.37K 1.32% 19
2025
Q3 		$2.76M Buy
23,592
+20
+0.1% +$2.23K 1.34% 19
2025
Q2 		$2.5M Sell
23,572
-132
-0.6% -$12.6K 1.25% 18
2025
Q1 		$2.14M Buy
23,704
+1,428
+6% +$141K 1.17% 18
2024
Q4 		$2.24M Sell
22,276
-104
-0.5% -$10.2K 1.21% 17
2024
Q3 		$2.1M Buy
22,380
+104
+0.5% +$9.43K 1.12% 18
2024
Q2 		$2.03M Sell
22,276
-4,160
-16% -$355K 1.23% 17
2024
Q1 		$2.23M Sell
26,436
-236
-0.9% -$19K 1.36% 16
2023
Q4 		$2.02M Sell
26,672
-1,940
-7% -$137K 1.53% 11
2023
Q3 		$1.9M Sell
28,612
-300
-1% -$20.7K 1.81% 10
2023
Q2 		$1.99M Sell
28,912
-1,484
-5% -$94.4K 1.8% 10
2023
Q1 		$1.86M Sell
30,396
-33,568
-52% -$1.93M 1.77% 10
2022
Q4 		$3.43M Buy
+63,964
New +$3.52M 3.31% 11

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marmo Financial Group's IWF Position: Q1 2026 in Review

Marmo Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q1 2026, selling an estimated $157K and leaving 22,228 shares worth $2.37M. The position accounts for 1.17% of the portfolio, ranked #19.

Marmo Financial Group first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.43M in Q4 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Marmo Financial Group held 22,228 shares of iShares Russell 1000 Growth ETF worth $2.37M as of Q1 2026.
  • Marmo Financial Group sold 1,384 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $157K.
  • iShares Russell 1000 Growth ETF made up 1.17% of Marmo Financial Group's portfolio in Q1 2026, its #19 holding.
  • Marmo Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Marmo Financial Group's iShares Russell 1000 Growth ETF position peaked at $3.43M in Q4 2022.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.