MB, Levis & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MB, Levis & Associates’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	$261K	Hold	2,104	–	–	0.1%	55
2026 Q1	$224K	Hold	2,104	–	–	0.09%	52
2025 Q4	$249K	Buy	2,104 +4	+0.2%	+$474	0.1%	52
2025 Q3	$246K	Hold	2,100	–	–	0.11%	52
2025 Q2	$223K	Hold	2,100	–	–	0.1%	67
2025 Q1	$190K	Hold	2,100	–	–	0.09%	69
2024 Q4	$211K	Hold	2,100	–	–	0.11%	64
2024 Q3	$197K	Buy	2,100 +4	+0.2%	+$363	0.1%	64
2024 Q2	$191K	Hold	2,096	–	–	0.1%	63
2024 Q1	$177K	Hold	2,096	–	–	0.09%	64
2023 Q4	$159K	Buy	2,096 +4	+0.2%	+$283	0.09%	61
2023 Q3	$139K	Hold	2,092	–	–	0.09%	68
2023 Q2	$144K	Buy	2,092 +4	+0.2%	+$254	0.09%	68
2023 Q1	$128K	Hold	2,088	–	–	0.09%	73
2022 Q4	$112K	Buy	+2,088	New	+$115K	0.09%	68

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

MB, Levis & Associates's IWF Position: Q2 2026 in Review

MB, Levis & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,104 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #55.

MB, Levis & Associates first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MB, Levis & Associates held 2,104 shares of iShares Russell 1000 Growth ETF worth $261K as of Q2 2026.
MB, Levis & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.1% of MB, Levis & Associates's portfolio in Q2 2026, its #55 holding.
MB, Levis & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.