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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 		– Hold
0
– – – 329
2026
Q1 		– Hold
0
– – – 318

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 983 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.
  • 983 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.