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 Q2	$2.29M	Sell	18,463 -241	-1%	-$29.1K	1%	24
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 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

Matrix Private Capital Group's IWF Position: Q2 2026 in Review

Matrix Private Capital Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $29.1K and leaving 18,463 shares worth $2.29M. The position accounts for 1% of the portfolio, ranked #24.

Matrix Private Capital Group first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Matrix Private Capital Group held 18,463 shares of iShares Russell 1000 Growth ETF worth $2.29M as of Q2 2026.
Matrix Private Capital Group sold 241 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $29.1K.
iShares Russell 1000 Growth ETF made up 1% of Matrix Private Capital Group's portfolio in Q2 2026, its #24 holding.
Matrix Private Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.