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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
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 		$3.85M 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

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

McCarthy Asset Management's IWF Position: Q2 2026 in Review

McCarthy Asset Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 42,471 shares worth $5.27M. The stake represents 2.5% of the portfolio and ranks #12 among its holdings. This is a return to the name: McCarthy Asset Management previously reported a position in IWF as recently as Q4 2025.

McCarthy Asset Management first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • McCarthy Asset Management held 42,471 shares of iShares Russell 1000 Growth ETF worth $5.27M as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new McCarthy Asset Management position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 2.5% of McCarthy Asset Management's portfolio in Q2 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 22 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on McCarthy Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.