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McCarthy Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McCarthy Asset Management’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
2025
Q4 		$5.11M Buy
43,216
+40
+0.1% +$4.74K 2.67% 12
2025
Q3 		$5.06M Sell
43,176
-176
-0.4% -$19.6K 3.25% 9
2025
Q2 		$4.6M Sell
43,352
-596
-1% -$57K 3.13% 10
2025
Q1 		$3.97M Sell
43,948
-236
-0.5% -$23.3K 2.87% 11
2024
Q4 		$4.44M Sell
44,184
-192
-0.4% -$18.9K 3.13% 10
2024
Q3 		$4.16M Sell
44,376
-976
-2% -$88.5K 2.59% 9
2024
Q2 		$4.13M Buy
45,352
+48
+0.1% +$4.1K 2.44% 11
2024
Q1 		$3.82M Sell
45,304
-432
-0.9% -$34.8K 2.35% 11
2023
Q4 		$3.47M Sell
45,736
-208
-0.5% -$14.7K 2.22% 11
2023
Q3 		$3.06M Sell
45,944
-2,896
-6% -$200K 2.24% 12
2023
Q2 		$3.36M Sell
48,840
-1,736
-3% -$110K 2.29% 12
2023
Q1 		$3.09M Sell
50,576
-1,424
-3% -$82K 2.1% 12
2022
Q4 		$2.79M Sell
52,000
-2,116
-4% -$116K 1.94% 13
2022
Q3 		$2.85M Sell
54,116
-60
-0.1% -$3.53K 2.23% 11
2022
Q2 		$2.96M Sell
54,176
-1,112
-2% -$66.8K 2.41% 13
2022
Q1 		$3.84M Sell
55,288
-852
-2% -$58.2K 2.67% 11
2021
Q4 		$4.28M Buy
56,140
+24
+0% +$1.78K 2.95% 10
2021
Q3 		$3.85M Hold
56,116
– – 2.89% 10
2021
Q2 		$3.81M Sell
56,116
-1,408
-2% -$90.8K 2.71% 11
2021
Q1 		$3.5M Sell
57,524
-1,052
-2% -$64K 2.73% 10
2020
Q4 		$3.53M Buy
+58,576
New +$3.33M 2.93% 9

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McCarthy Asset Management's IWF Position: Q4 2025 in Review

McCarthy Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q4 2025, buying an estimated $4.74K and bringing the position to 43,216 shares worth $5.11M. The position accounts for 2.67% of the portfolio, ranked #12.

McCarthy Asset Management first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • McCarthy Asset Management held 43,216 shares of iShares Russell 1000 Growth ETF worth $5.11M as of Q4 2025.
  • McCarthy Asset Management bought 40 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $4.74K.
  • iShares Russell 1000 Growth ETF made up 2.67% of McCarthy Asset Management's portfolio in Q4 2025, its #12 holding.
  • McCarthy Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.