Marshall Financial Group (Maryland)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Marshall Financial Group (Maryland)’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	$302K	Buy	2,436 +188	+8%	+$22.7K	0.04%	259
2026 Q1	$240K	Sell	2,248 -444	-16%	-$50.4K	0.04%	266
2025 Q4	$319K	Buy	2,692 +232	+9%	+$27.5K	0.06%	236
2025 Q3	$288K	Sell	2,460 -40	-2%	-$4.45K	0.06%	216
2025 Q2	$266K	Buy	+2,500	New	+$239K	0.05%	219

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

Marshall Financial Group (Maryland)'s IWF Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.4% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,436 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #259.

Marshall Financial Group (Maryland) first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. The position peaked at $319K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Marshall Financial Group (Maryland) held 2,436 shares of iShares Russell 1000 Growth ETF worth $302K as of Q2 2026.
Marshall Financial Group (Maryland) bought 188 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $22.7K.
iShares Russell 1000 Growth ETF made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #259 holding.
Marshall Financial Group (Maryland) first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Marshall Financial Group (Maryland)'s iShares Russell 1000 Growth ETF position peaked at $319K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.