MASECO Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MASECO Private Wealth’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	$1.39M	Buy	13,068 +456	+4%	+$51.8K	0.04%	56
2025 Q4	$1.49M	Buy	+12,612	New	+$1.49M	0.06%	48
2025 Q3	–	Sell	-17,500	Closed	-$1.86M	–	391
2025 Q2	$1.86M	Buy	+17,500	New	+$1.67M	0.07%	48

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

MASECO Private Wealth's IWF Position: Q1 2026 in Review

MASECO Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q1 2026, buying an estimated $51.8K and bringing the position to 13,068 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #56.

MASECO Private Wealth first reported a position in IWF in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q2 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

MASECO Private Wealth held 13,068 shares of iShares Russell 1000 Growth ETF worth $1.39M as of Q1 2026.
MASECO Private Wealth bought 456 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $51.8K.
iShares Russell 1000 Growth ETF made up 0.04% of MASECO Private Wealth's portfolio in Q1 2026, its #56 holding.
MASECO Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 3 quarters since.
MASECO Private Wealth's iShares Russell 1000 Growth ETF position peaked at $1.86M in Q2 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.