MPCG
IWF icon

Matrix Private Capital Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Matrix Private Capital 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 		$1.99M Sell
18,704
-256
-1% -$29.1K 0.96% 25
2025
Q4 		$2.24M Sell
18,960
-280
-1% -$33.2K 1.14% 23
2025
Q3 		$2.25M Sell
19,240
-40
-0.2% -$4.45K 1.19% 23
2025
Q2 		$2.05M Sell
19,280
-768
-4% -$73.4K 1.2% 23
2025
Q1 		$1.81M Sell
20,048
-120
-0.6% -$11.8K 1.08% 21
2024
Q4 		$2.02M Sell
20,168
-436
-2% -$42.9K 1.15% 22
2024
Q3 		$1.93M Buy
20,604
+4
+0% +$363 1.11% 21
2024
Q2 		$1.88M Buy
20,600
+384
+2% +$32.8K 1.18% 19
2024
Q1 		$1.7M Hold
20,216
– – 1.15% 19
2023
Q4 		$1.53M Buy
20,216
+404
+2% +$28.6K 1.16% 18
2023
Q3 		$1.32M Buy
19,812
+644
+3% +$44.5K 0.98% 23
2023
Q2 		$1.32M Sell
19,168
-348
-2% -$22.1K 0.97% 24
2023
Q1 		$1.19M Sell
19,516
-280
-1% -$16.1K 0.83% 30
2022
Q4 		$1.06M Sell
19,796
-272
-1% -$15K 0.69% 29
2022
Q3 		$1.06M Sell
20,068
-824
-4% -$48.5K 0.71% 31
2022
Q2 		$1.14M Sell
20,892
-20
-0.1% -$1.2K 0.65% 33
2022
Q1 		$1.45M Sell
20,912
-84
-0.4% -$5.73K 0.71% 30
2021
Q4 		$1.6M Hold
20,996
– – 0.76% 27
2021
Q3 		$1.44M Sell
20,996
-88
-0.4% -$6.22K 0.76% 31
2021
Q2 		$1.43M Sell
21,084
-132
-0.6% -$8.51K 0.78% 28
2021
Q1 		$1.29M Hold
21,216
– – 0.78% 27
2020
Q4 		$1.28M Sell
21,216
-336
-2% -$19.1K 0.92% 24
2020
Q3 		$1.17M Sell
21,552
-296
-1% -$15.6K 1.19% 18
2020
Q2 		$1.05M Hold
21,848
– – 1.16% 20
2020
Q1 		$823K Buy
21,848
+1,572
+8% +$67.7K 1.17% 21
2019
Q4 		$892K Buy
+20,276
New +$847K 0.94% 29

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

Matrix Private Capital Group's IWF Position: Q1 2026 in Review

Matrix Private Capital Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q1 2026, selling an estimated $29.1K and leaving 18,704 shares worth $1.99M. The position accounts for 0.96% of the portfolio, ranked #25.

Matrix Private Capital Group first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.25M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Matrix Private Capital Group held 18,704 shares of iShares Russell 1000 Growth ETF worth $1.99M as of Q1 2026.
  • Matrix Private Capital Group sold 256 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $29.1K.
  • iShares Russell 1000 Growth ETF made up 0.96% of Matrix Private Capital Group's portfolio in Q1 2026, its #25 holding.
  • Matrix Private Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's iShares Russell 1000 Growth ETF position peaked at $2.25M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.