MW
IWF icon

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

MBL Wealth’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 		$3.41M Sell
27,468
-404
-1% -$48.7K 0.23% 68
2026
Q1 		$2.97M Sell
27,872
-2,360
-8% -$268K 0.22% 69
2025
Q4 		$3.58M Buy
30,232
+12,888
+74% +$1.53M 0.29% 66
2025
Q3 		$2.03M Sell
17,344
-120
-0.7% -$13.4K 0.18% 75
2025
Q2 		$1.85M Buy
17,464
+780
+5% +$74.6K 0.18% 76
2025
Q1 		$1.51M Buy
16,684
+40
+0.2% +$3.95K 0.15% 75
2024
Q4 		$1.67M Buy
16,644
+300
+2% +$29.5K 0.17% 73
2024
Q3 		$1.53M Buy
16,344
+540
+3% +$49K 0.16% 73
2024
Q2 		$1.44M Buy
15,804
+4,056
+35% +$346K 0.16% 70
2024
Q1 		$990K Sell
11,748
-200
-2% -$16.1K 0.11% 88
2023
Q4 		$906K Buy
11,948
+2,500
+26% +$177K 0.11% 87
2023
Q3 		$628K Sell
9,448
-32
-0.3% -$2.21K 0.09% 98
2023
Q2 		$652K Sell
9,480
-688
-7% -$43.8K 0.09% 96
2023
Q1 		$621K Sell
10,168
-444
-4% -$25.6K 0.1% 86
2022
Q4 		$568K Sell
10,612
-2,040
-16% -$112K 0.11% 92
2022
Q3 		$665K Sell
12,652
-2,388
-16% -$140K 0.14% 79
2022
Q2 		$822K Sell
15,040
-5,320
-26% -$319K 0.21% 68
2022
Q1 		$1.41M Buy
+20,360
New +$1.39M 0.34% 53
2021
Q1 		$2.01M Sell
33,020
-1,440
-4% -$87.6K 0.7% 36
2020
Q4 		$2.08M Buy
+34,460
New +$1.96M 0.82% 31

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MBL Wealth's IWF Position: Q2 2026 in Review

MBL Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q2 2026, selling an estimated $48.7K and leaving 27,468 shares worth $3.41M. The position accounts for 0.23% of the portfolio, ranked #68.

MBL Wealth first reported a position in IWF in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.58M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • MBL Wealth held 27,468 shares of iShares Russell 1000 Growth ETF worth $3.41M as of Q2 2026.
  • MBL Wealth sold 404 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $48.7K.
  • iShares Russell 1000 Growth ETF made up 0.23% of MBL Wealth's portfolio in Q2 2026, its #68 holding.
  • MBL Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's iShares Russell 1000 Growth ETF position peaked at $3.58M in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.