MCF Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MCF Advisors’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 Q1	$16.1M	Buy	150,684 +144,468	+2,324%	+$16.4M	0.7%	29
2025 Q4	$736K	Buy	6,216 +536	+9%	+$63.5K	0.04%	163
2025 Q3	$665K	Sell	5,680 -36	-0.6%	-$4.01K	0.04%	138
2025 Q2	$607K	Hold	5,716	–	–	0.04%	133
2025 Q1	$516K	Hold	5,716	–	–	0.04%	142
2024 Q4	$574K	Hold	5,716	–	–	0.04%	126
2024 Q3	$536K	Hold	5,716	–	–	0.04%	137
2024 Q2	$521K	Hold	5,716	–	–	0.04%	132
2024 Q1	$482K	Hold	5,716	–	–	0.04%	142
2023 Q4	$433K	Hold	5,716	–	–	0.04%	148
2023 Q3	$380K	Sell	5,716 -196	-3%	-$13.5K	0.03%	149
2023 Q2	$407K	Hold	5,912	–	–	0.04%	144
2023 Q1	$361K	Sell	5,912 -88	-1%	-$5.07K	0.03%	153
2022 Q4	$321K	Sell	6,000 -64	-1%	-$3.52K	0.03%	167
2022 Q3	$319K	Sell	6,064 -68	-1%	-$4K	0.04%	157
2022 Q2	$335K	Buy	6,132 +200	+3%	+$12K	0.04%	139
2022 Q1	$412K	Buy	+5,932	New	+$405K	0.04%	128
2021 Q4	–	Sell	-5,948	Closed	-$407K	–	367
2021 Q3	$407K	Buy	5,948 +660	+12%	+$46.7K	0.04%	122
2021 Q2	$359K	Hold	5,288	–	–	0.04%	124
2021 Q1	$321K	Sell	5,288 -396	-7%	-$24.1K	0.04%	120
2020 Q4	$343K	Sell	5,684 -224	-4%	-$12.8K	0.04%	102
2020 Q3	$320K	Sell	5,908 -1,920	-25%	-$101K	0.04%	105
2020 Q2	$376K	Sell	7,828 -244	-3%	-$10.8K	0.05%	89
2020 Q1	$304K	Sell	8,072 -568	-7%	-$24.5K	0.05%	104
2019 Q4	$380K	Buy	8,640 +340	+4%	+$14.2K	0.06%	97
2019 Q3	$331K	Hold	8,300	–	–	0.05%	109
2019 Q2	$326K	Hold	8,300	–	–	0.05%	108
2019 Q1	$314K	Sell	8,300 -632	-7%	-$22.7K	0.05%	103
2018 Q4	$292K	Buy	8,932 +520	+6%	+$18.3K	0.06%	104
2018 Q3	$328K	Sell	8,412 -2,376	-22%	-$90K	0.06%	92
2018 Q2	$388K	Buy	10,788 +1,032	+11%	+$36.4K	0.07%	84
2018 Q1	$332K	Sell	9,756 -1,236	-11%	-$43.3K	0.07%	86
2017 Q4	$370K	Sell	10,992 -2,104	-16%	-$69K	0.07%	78
2017 Q3	$409K	Buy	13,096 +1,304	+11%	+$39.9K	0.08%	68
2017 Q2	$351K	Buy	11,792 +1,796	+18%	+$52.7K	0.07%	68
2017 Q1	$284K	Buy	9,996 +9,288	+1,312%	+$258K	0.06%	78
2016 Q4	$19K	Hold	708	–	–	﹤0.01%	271
2016 Q3	$18K	Sell	708 -56	-7%	-$1.46K	﹤0.01%	281
2016 Q2	$19K	Hold	764	–	–	﹤0.01%	297
2016 Q1	$19K	Hold	764	–	–	0.01%	273
2015 Q4	$19K	Hold	764	–	–	0.01%	274
2015 Q3	$18K	Buy	764 +100	+15%	+$2.46K	﹤0.01%	266
2015 Q2	$16K	Hold	664	–	–	﹤0.01%	278
2015 Q1	$16K	Hold	664	–	–	﹤0.01%	280
2014 Q4	$16K	Sell	664 -244	-27%	-$5.71K	﹤0.01%	270
2014 Q3	$20K	Buy	908 +244	+37%	+$5.59K	0.01%	249
2014 Q2	$14K	Hold	664	–	–	﹤0.01%	281
2014 Q1	$14K	Hold	664	–	–	﹤0.01%	284
2013 Q4	$14K	Buy	664 +276	+71%	+$5.66K	0.01%	252
2013 Q3	$8K	Sell	388 -64	-14%	-$1.23K	﹤0.01%	292
2013 Q2	$10K	Buy	+452	New	+$8.28K	0.01%	239

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCF Advisors's IWF Position: Q1 2026 in Review

MCF Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2,324% in Q1 2026, buying an estimated $16.4M and bringing the position to 150,684 shares worth $16.1M. The position accounts for 0.7% of the portfolio, ranked #29.

MCF Advisors first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

MCF Advisors held 150,684 shares of iShares Russell 1000 Growth ETF worth $16.1M as of Q1 2026.
MCF Advisors bought 144,468 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $16.4M.
iShares Russell 1000 Growth ETF made up 0.7% of MCF Advisors's portfolio in Q1 2026, its #29 holding.
MCF Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.