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

Mattern Wealth 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	$773K	Hold	6,228	–	–	0.13%	81
2026 Q1	$664K	Hold	6,228	–	–	0.13%	75
2025 Q4	$737K	Hold	6,228	–	–	0.14%	71
2025 Q3	$729K	Hold	6,228	–	–	0.15%	70
2025 Q2	$661K	Hold	6,228	–	–	0.14%	77
2025 Q1	$562K	Sell	6,228 -320	-5%	-$31.6K	0.12%	87
2024 Q4	$657K	Hold	6,548	–	–	0.15%	84
2024 Q3	$614K	Hold	6,548	–	–	0.14%	89
2024 Q2	$597K	Buy	6,548 +320	+5%	+$27.3K	0.14%	90
2024 Q1	$525K	Hold	6,228	–	–	0.13%	103
2023 Q4	$472K	Hold	6,228	–	–	0.12%	112
2023 Q3	$414K	Hold	6,228	–	–	0.12%	115
2023 Q2	$428K	Hold	6,228	–	–	0.13%	112
2023 Q1	$380K	Hold	6,228	–	–	0.13%	127
2022 Q4	$334K	Sell	6,228 -84	-1%	-$4.62K	0.13%	122
2022 Q3	$332K	Hold	6,312	–	–	0.13%	116
2022 Q2	$345K	Hold	6,312	–	–	0.14%	110
2022 Q1	$438K	Hold	6,312	–	–	0.14%	104
2021 Q4	$482K	Hold	6,312	–	–	0.14%	113
2021 Q3	$432K	Hold	6,312	–	–	0.15%	117
2021 Q2	$434K	Buy	+6,312	New	+$407K	0.14%	123

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 Wealth Management's IWF Position: Q2 2026 in Review

Mattern Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,228 shares worth $773K. The position accounts for 0.13% of the portfolio, ranked #81.

Mattern Wealth Management first reported a position in IWF in Q2 2021 and has held it in 21 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Mattern Wealth Management held 6,228 shares of iShares Russell 1000 Growth ETF worth $773K as of Q2 2026.
Mattern Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.13% of Mattern Wealth Management's portfolio in Q2 2026, its #81 holding.
Mattern Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.