Mattern Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mattern Capital 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	$1.55M	Sell	12,501 -51	-0.4%	-$6.15K	0.18%	100
2026 Q1	$1.34M	Buy	12,552 +540	+4%	+$61.3K	0.16%	104
2025 Q4	$1.42M	Sell	12,012 -628	-5%	-$74.4K	0.17%	103
2025 Q3	$1.48M	Hold	12,640	–	–	0.17%	98
2025 Q2	$1.34M	Buy	12,640 +2,700	+27%	+$258K	0.16%	94
2025 Q1	$897K	Sell	9,940 -6,292	-39%	-$621K	0.11%	102
2024 Q4	$1.63M	Sell	16,232 -1,080	-6%	-$106K	0.21%	84
2024 Q3	$1.62M	Hold	17,312	–	–	0.2%	84
2024 Q2	$1.58M	Hold	17,312	–	–	0.22%	83
2024 Q1	$1.46M	Hold	17,312	–	–	0.2%	84
2023 Q4	$1.31M	Hold	17,312	–	–	0.19%	86
2023 Q3	$1.15M	Buy	+17,312	New	+$1.2M	0.19%	88

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

Mattern Capital Management's IWF Position: Q2 2026 in Review

Mattern Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.41% in Q2 2026, selling an estimated $6.15K and leaving 12,501 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #100.

Mattern Capital Management first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.63M in Q4 2024. 2,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Mattern Capital Management held 12,501 shares of iShares Russell 1000 Growth ETF worth $1.55M as of Q2 2026.
Mattern Capital Management sold 51 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.15K.
iShares Russell 1000 Growth ETF made up 0.18% of Mattern Capital Management's portfolio in Q2 2026, its #100 holding.
Mattern Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Mattern Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.63M in Q4 2024.
2,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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