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 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 $1.66T 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

MB, Levis & Associates's IWF Position: Q1 2026 in Review

MB, Levis & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,104 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #52.

MB, Levis & Associates first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $249K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

MB, Levis & Associates held 2,104 shares of iShares Russell 1000 Growth ETF worth $224K as of Q1 2026.
MB, Levis & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.09% of MB, Levis & Associates's portfolio in Q1 2026, its #52 holding.
MB, Levis & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's iShares Russell 1000 Growth ETF position peaked at $249K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.