MPWT
IWF icon

MassMutual Private Wealth & Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.09M Sell
8,780
-52
-0.6% -$6.27K 0.03% 244
2026
Q1 		$941K Sell
8,832
-2,504
-22% -$284K 0.03% 246
2025
Q4 		$1.34M Sell
11,336
-60
-0.5% -$7.11K 0.03% 221
2025
Q3 		$1.33M Buy
11,396
+616
+6% +$68.6K 0.03% 220
2025
Q2 		$1.14M Sell
10,780
-488
-4% -$46.7K 0.03% 232
2025
Q1 		$1.02M Buy
11,268
+3,924
+53% +$387K 0.03% 244
2024
Q4 		$737K Buy
7,344
+32
+0.4% +$3.15K 0.02% 277
2024
Q3 		$686K Sell
7,312
-680
-9% -$61.7K 0.02% 278
2024
Q2 		$728K Buy
7,992
+296
+4% +$25.3K 0.02% 266
2024
Q1 		$648K Sell
7,696
-404
-5% -$32.5K 0.02% 270
2023
Q4 		$614K Hold
8,100
– – 0.02% 265
2023
Q3 		$539K Buy
8,100
+2,972
+58% +$205K 0.02% 276
2023
Q2 		$353K Sell
5,128
-308
-6% -$19.6K 0.01% 315
2023
Q1 		$332K Sell
5,436
-252
-4% -$14.5K 0.01% 311
2022
Q4 		$305K Sell
5,688
-396
-7% -$21.8K 0.01% 316
2022
Q3 		$320K Hold
6,084
– – 0.01% 293
2022
Q2 		$333K Sell
6,084
-68
-1% -$4.08K 0.01% 299
2022
Q1 		$427K Sell
6,152
-1,016
-14% -$69.4K 0.02% 297
2021
Q4 		$548K Sell
7,168
-100
-1% -$7.41K 0.02% 283
2021
Q3 		$498K Buy
7,268
+2,636
+57% +$186K 0.02% 284
2021
Q2 		$314K Hold
4,632
– – 0.01% 318
2021
Q1 		$281K Hold
4,632
– – 0.01% 319
2020
Q4 		$279K Buy
4,632
+396
+9% +$22.5K 0.01% 320
2020
Q3 		$230K Hold
4,236
– – 0.01% 325
2020
Q2 		$203K Sell
4,236
-2,352
-36% -$104K 0.01% 327
2020
Q1 		$248K Sell
6,588
-3,648
-36% -$157K 0.02% 289
2019
Q4 		$450K Buy
10,236
+128
+1% +$5.34K 0.03% 281
2019
Q3 		$403K Buy
10,108
+1,296
+15% +$52K 0.03% 288
2019
Q2 		$347K Sell
8,812
-1,820
-17% -$70.4K 0.02% 299
2019
Q1 		$402K Buy
10,632
+1,500
+16% +$53.9K 0.03% 290
2018
Q4 		$299K Sell
9,132
-2,992
-25% -$105K 0.03% 287
2018
Q3 		$473K Sell
12,124
-3,800
-24% -$144K 0.04% 268
2018
Q2 		$572K Sell
15,924
-600
-4% -$21.2K 0.05% 234
2018
Q1 		$562K Sell
16,524
-72
-0.4% -$2.52K 0.05% 228
2017
Q4 		$559K Sell
16,596
-1,400
-8% -$45.9K 0.05% 228
2017
Q3 		$563K Sell
17,996
-2,084
-10% -$63.8K 0.05% 217
2017
Q2 		$597K Buy
20,080
+1,020
+5% +$29.9K 0.05% 209
2017
Q1 		$542K Sell
19,060
-32
-0.2% -$888 0.05% 216
2016
Q4 		$501K Buy
+19,092
New +$496K 0.06% 193
2016
Q2 		$911K Sell
36,316
-19,480
-35% -$486K 0.12% 177
2016
Q1 		$1.39M Sell
55,796
-2,448
-4% -$57.8K 0.19% 139
2015
Q4 		$1.45M Buy
58,244
+46,544
+398% +$1.16M 0.21% 128
2015
Q3 		$268K Buy
11,700
+9,108
+351% +$224K 0.06% 241
2015
Q2 		$58.9K Sell
2,592
-61,072
-96% -$1.54M 0.01% 354
2015
Q1 		$1.57M Buy
63,664
+51,964
+444% +$1.27M 0.26% 100
2014
Q4 		$280K Hold
11,700
– – 0.09% 170
2014
Q3 		$268K Buy
11,700
+9,108
+351% +$209K 0.05% 238
2014
Q2 		$58.9K Buy
2,592
+1,360
+110% +$29.8K 0.02% 216
2014
Q1 		$26.7K Sell
1,232
-292
-19% -$6.27K 0.02% 247
2013
Q4 		$32.7K Buy
+1,524
New +$31.3K 0.03% 214

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.59% in Q2 2026, selling an estimated $6.27K and leaving 8,780 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #244.

MassMutual Private Wealth & Trust first reported a position in IWF in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.57M in Q1 2015. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 8,780 shares of iShares Russell 1000 Growth ETF worth $1.09M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 52 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.27K.
  • iShares Russell 1000 Growth ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #244 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell 1000 Growth ETF position peaked at $1.57M in Q1 2015.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.