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

Mascoma 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	$207K	Sell	1,668 -1,044	-38%	-$126K	0.04%	93
2026 Q1	$289K	Buy	2,712 +1,116	+70%	+$127K	0.06%	76
2025 Q4	$189K	Hold	1,596	–	–	0.04%	90
2025 Q3	$187K	Hold	1,596	–	–	0.04%	98
2025 Q2	$169K	Hold	1,596	–	–	0.04%	98
2025 Q1	$144K	Sell	1,596 -2,780	-64%	-$274K	0.04%	108
2024 Q4	$439K	Buy	4,376 +3,860	+748%	+$380K	0.11%	60
2024 Q3	$48.4K	Hold	516	–	–	0.01%	192
2024 Q2	$47K	Buy	516 +264	+105%	+$22.5K	0.01%	198
2024 Q1	$21.2K	Sell	252 -964	-79%	-$77.7K	0.01%	258
2023 Q4	$92.2K	Buy	1,216 +404	+50%	+$28.6K	0.03%	142
2023 Q3	$54K	Hold	812	–	–	0.02%	186
2023 Q2	$56.2K	Hold	812	–	–	0.02%	184
2023 Q1	$50.1K	Sell	812 -80	-9%	-$4.61K	0.01%	230
2022 Q4	$47.8K	Buy	892 +252	+39%	+$13.9K	0.02%	234
2022 Q3	$34K	Hold	640	–	–	0.01%	283
2022 Q2	$35K	Hold	640	–	–	0.01%	286
2022 Q1	$44K	Hold	640	–	–	0.01%	277
2021 Q4	$49K	Hold	640	–	–	0.02%	221
2021 Q3	$44K	Buy	+640	New	+$45.3K	0.02%	217
2021 Q2	–	Sell	-640	Closed	-$39K	–	279
2021 Q1	$39K	Buy	+640	New	+$39K	0.02%	241
2019 Q3	–	Sell	-560	Closed	-$22K	–	215
2019 Q2	$22K	Hold	560	–	–	0.01%	223
2019 Q1	$21K	Hold	560	–	–	0.01%	219
2018 Q4	$18K	Hold	560	–	–	0.01%	220
2018 Q3	$22K	Hold	560	–	–	0.01%	228
2018 Q2	$20K	Hold	560	–	–	0.01%	220
2018 Q1	$19K	Hold	560	–	–	0.01%	223
2017 Q4	$20K	Hold	560	–	–	0.01%	215
2017 Q3	$18K	Hold	560	–	–	0.01%	239
2017 Q2	$17K	Hold	560	–	–	0.01%	250
2017 Q1	$16K	Hold	560	–	–	0.01%	231
2016 Q4	$15K	Buy	+560	New	+$14.5K	0.01%	239

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

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

Mascoma Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 38% in Q2 2026, selling an estimated $126K and leaving 1,668 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #93.

Mascoma Wealth Management first reported a position in IWF in Q4 2016 and has held it in 32 quarters since. The position peaked at $439K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Mascoma Wealth Management held 1,668 shares of iShares Russell 1000 Growth ETF worth $207K as of Q2 2026.
Mascoma Wealth Management sold 1,044 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $126K.
iShares Russell 1000 Growth ETF made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #93 holding.
Mascoma Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 32 quarters since.
Mascoma Wealth Management's iShares Russell 1000 Growth ETF position peaked at $439K in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.