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

MBM Wealth Consultants’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	$265K	Buy	2,132 +1,868	+708%	+$225K	0.05%	115
2026 Q1	$28.1K	Buy	+264	New	+$30K	0.01%	186
2023 Q2	–	Sell	-264	Closed	-$16K	–	186
2023 Q1	$16K	Hold	264	–	–	0.01%	198
2022 Q4	$14K	Hold	264	–	–	0.01%	212
2022 Q3	$14K	Hold	264	–	–	0.01%	199
2022 Q2	$14K	Hold	264	–	–	0.01%	209
2022 Q1	$18K	Hold	264	–	–	0.01%	222
2021 Q4	$20K	Hold	264	–	–	0.01%	206
2021 Q3	$18K	Hold	264	–	–	0.01%	212
2021 Q2	$18K	Hold	264	–	–	0.01%	203
2021 Q1	$16K	Hold	264	–	–	0.01%	200
2020 Q4	$16K	Hold	264	–	–	0.01%	173
2020 Q3	$14K	Hold	264	–	–	0.01%	168
2020 Q2	$13K	Hold	264	–	–	0.01%	167
2020 Q1	$10K	Hold	264	–	–	0.01%	158
2019 Q4	$12K	Hold	264	–	–	0.01%	166
2019 Q3	$11K	Hold	264	–	–	0.01%	163
2019 Q2	$10K	Hold	264	–	–	0.01%	167
2019 Q1	$10K	Hold	264	–	–	0.01%	170
2018 Q4	$9K	Buy	+264	New	+$9.31K	0.01%	182

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

MBM Wealth Consultants's IWF Position: Q2 2026 in Review

MBM Wealth Consultants increased its iShares Russell 1000 Growth ETF (IWF) stake by 708% in Q2 2026, buying an estimated $225K and bringing the position to 2,132 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #115.

MBM Wealth Consultants first reported a position in IWF in Q4 2018 and has held it in 20 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MBM Wealth Consultants held 2,132 shares of iShares Russell 1000 Growth ETF worth $265K as of Q2 2026.
MBM Wealth Consultants bought 1,868 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $225K.
iShares Russell 1000 Growth ETF made up 0.05% of MBM Wealth Consultants's portfolio in Q2 2026, its #115 holding.
MBM Wealth Consultants first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 20 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.