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 Q3	$118K	Sell	945 -1,159	-55%	-$142K	0.04%	75
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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

MB, Levis & Associates's IWF Position: Q3 2026 in Review

MB, Levis & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 55% in Q3 2026, selling an estimated $142K and leaving 945 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #75.

MB, Levis & Associates first reported a position in IWF in Q4 2022 and has held it in 16 quarters since. The position peaked at $261K in Q2 2026. 1,084 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

MB, Levis & Associates held 945 shares of iShares Russell 1000 Growth ETF worth $118K as of Q3 2026.
MB, Levis & Associates sold 1,159 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $142K.
iShares Russell 1000 Growth ETF made up 0.04% of MB, Levis & Associates's portfolio in Q3 2026, its #75 holding.
MB, Levis & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's iShares Russell 1000 Growth ETF position peaked at $261K in Q2 2026.
1,084 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.