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

Medallion Wealth 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 Q2	$72K	Sell	580 -1,948	-77%	-$235K	0.02%	393
2026 Q1	$269K	Hold	2,528	–	–	0.09%	206
2025 Q4	$299K	Hold	2,528	–	–	0.1%	187
2025 Q3	$296K	Hold	2,528	–	–	0.11%	185
2025 Q2	$268K	Hold	2,528	–	–	0.1%	189
2025 Q1	$229K	Hold	2,528	–	–	0.1%	186
2024 Q4	$234K	Buy	+2,528	New	+$249K	0.12%	171

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

Medallion Wealth Advisors's IWF Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 77% in Q2 2026, selling an estimated $235K and leaving 580 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #393.

Medallion Wealth Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Medallion Wealth Advisors held 580 shares of iShares Russell 1000 Growth ETF worth $72K as of Q2 2026.
Medallion Wealth Advisors sold 1,948 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $235K.
iShares Russell 1000 Growth ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #393 holding.
Medallion Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $299K in Q4 2025.
2,515 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.