Mayfair Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mayfair Advisory 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	$513K	Hold	4,808	–	–	0.18%	90
2025 Q4	$567K	Hold	4,808	–	–	0.22%	84
2025 Q3	$563K	Buy	4,808 +1,128	+31%	+$126K	0.24%	80
2025 Q2	$410K	Sell	3,680 -108	-3%	-$10.3K	0.19%	97
2025 Q1	$342K	Buy	3,788 +352	+10%	+$34.7K	0.2%	103
2024 Q4	$345K	Buy	3,436 +496	+17%	+$48.8K	0.2%	97
2024 Q3	$275K	Buy	2,940 +368	+14%	+$33.4K	0.17%	113
2024 Q2	$242K	Buy	2,572 +128	+5%	+$10.9K	0.16%	114
2024 Q1	$206K	Sell	2,444 -244	-9%	-$19.7K	0.15%	133
2023 Q4	$201K	Buy	+2,688	New	+$190K	0.17%	129

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mayfair Advisory Group's IWF Position: Q1 2026 in Review

Mayfair Advisory Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,808 shares worth $513K. The position accounts for 0.18% of the portfolio, ranked #90.

Mayfair Advisory Group first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $567K in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Mayfair Advisory Group held 4,808 shares of iShares Russell 1000 Growth ETF worth $513K as of Q1 2026.
Mayfair Advisory Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.18% of Mayfair Advisory Group's portfolio in Q1 2026, its #90 holding.
Mayfair Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Mayfair Advisory Group's iShares Russell 1000 Growth ETF position peaked at $567K in Q4 2025.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.