McNamara Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McNamara Financial Services’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	$661K	Hold	5,324	–	–	0.11%	55
2026 Q1	$568K	Sell	5,324 -216	-4%	-$24.5K	0.11%	59
2025 Q4	$656K	Buy	5,540 +24	+0.4%	+$2.84K	0.12%	53
2025 Q3	$646K	Sell	5,516 -556	-9%	-$61.9K	0.12%	47
2025 Q2	$645K	Hold	6,072	–	–	0.13%	45
2025 Q1	$548K	Buy	6,072 +1,052	+21%	+$104K	0.12%	48
2024 Q4	$504K	Sell	5,020 -1,496	-23%	-$147K	0.12%	39
2024 Q3	$611K	Hold	6,516	–	–	0.12%	39
2024 Q2	$594K	Sell	6,516 -28	-0.4%	-$2.39K	0.13%	39
2024 Q1	$551K	Sell	6,544 -264	-4%	-$21.3K	0.12%	41
2023 Q4	$516K	Sell	6,808 -16	-0.2%	-$1.13K	0.12%	41
2023 Q3	$454K	Buy	6,824 +120	+2%	+$8.29K	0.11%	43
2023 Q2	$459K	Sell	6,704 -132	-2%	-$8.39K	0.11%	42
2023 Q1	$418K	Buy	6,836 +552	+9%	+$31.8K	0.1%	44
2022 Q4	$337K	Buy	6,284 +408	+7%	+$22.4K	0.09%	51
2022 Q3	$309K	Sell	5,876 -96	-2%	-$5.64K	0.09%	50
2022 Q2	$327K	Buy	5,972 +124	+2%	+$7.44K	0.09%	46
2022 Q1	$406K	Hold	5,848	–	–	0.11%	38
2021 Q4	$447K	Hold	5,848	–	–	0.12%	36
2021 Q3	$401K	Sell	5,848 -532	-8%	-$37.6K	0.11%	37
2021 Q2	$433K	Sell	6,380 -240	-4%	-$15.5K	0.12%	34
2021 Q1	$399K	Sell	6,620 -672	-9%	-$40.9K	0.12%	33
2020 Q4	$395K	Hold	7,292	–	–	0.13%	29
2020 Q3	$395K	Sell	7,292 -296	-4%	-$15.6K	0.13%	29
2020 Q2	$364K	Sell	7,588 -68	-0.9%	-$3K	0.13%	30
2020 Q1	$288K	Sell	7,656 -976	-11%	-$42.1K	0.12%	32
2019 Q4	$380K	Hold	8,632	–	–	0.14%	31
2019 Q3	$340K	Hold	8,632	–	–	0.14%	33
2019 Q2	$327K	Hold	8,632	–	–	0.14%	33
2019 Q1	$283K	Sell	8,632 -288	-3%	-$10.3K	0.13%	34
2018 Q4	$348K	Hold	8,920	–	–	0.15%	32
2018 Q3	$348K	Hold	8,920	–	–	0.15%	32
2018 Q2	$321K	Hold	8,920	–	–	0.14%	33
2018 Q1	$303K	Sell	8,920 -1,144	-11%	-$40.1K	0.14%	30
2017 Q4	$339K	Hold	10,064	–	–	0.16%	30
2017 Q3	$315K	Sell	10,064 -188	-2%	-$5.75K	0.15%	25
2017 Q2	$305K	Hold	10,252	–	–	0.15%	23
2017 Q1	$292K	Buy	10,252 +136	+1%	+$3.77K	0.15%	25
2016 Q4	$265K	Hold	10,116	–	–	0.15%	27
2016 Q3	$263K	Hold	10,116	–	–	0.15%	24
2016 Q2	$254K	Hold	10,116	–	–	0.15%	25
2016 Q1	$252K	Buy	+10,116	New	+$239K	0.15%	28

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

McNamara Financial Services's IWF Position: Q2 2026 in Review

McNamara Financial Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,324 shares worth $661K. The position accounts for 0.11% of the portfolio, ranked #55.

McNamara Financial Services first reported a position in IWF in Q1 2016 and has held it in 42 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

McNamara Financial Services held 5,324 shares of iShares Russell 1000 Growth ETF worth $661K as of Q2 2026.
McNamara Financial Services left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.11% of McNamara Financial Services's portfolio in Q2 2026, its #55 holding.
McNamara Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 42 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.