McCarthy Asset Management
IWF icon

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
2026
Q3 		$5.31M Sell
42,415
-56
-0.1% -$6.85K 2.54% 12
2026
Q2 		$5.27M Buy
+42,471
New +$5.12M 2.5% 12
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 		$3.84M 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

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

McCarthy Asset Management's IWF Position: Q3 2026 in Review

McCarthy Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.13% in Q3 2026, selling an estimated $6.85K and leaving 42,415 shares worth $5.31M. The position accounts for 2.54% of the portfolio, ranked #12.

McCarthy Asset Management first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 864 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • McCarthy Asset Management held 42,415 shares of iShares Russell 1000 Growth ETF worth $5.31M as of Q3 2026.
  • McCarthy Asset Management sold 56 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $6.85K.
  • iShares Russell 1000 Growth ETF made up 2.54% of McCarthy Asset Management's portfolio in Q3 2026, its #12 holding.
  • McCarthy Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on McCarthy Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.