Melfa Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Melfa Wealth 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 Q1	$264K	Hold	2,480	–	–	0.15%	141
2025 Q4	$293K	Hold	2,480	–	–	0.17%	128
2025 Q3	$290K	Hold	2,480	–	–	0.17%	138
2025 Q2	$263K	Hold	2,480	–	–	0.17%	140
2025 Q1	$224K	Hold	2,480	–	–	0.15%	155
2024 Q4	$249K	Sell	2,480 -20	-0.8%	-$1.97K	0.17%	139
2024 Q3	$235K	Hold	2,500	–	–	0.15%	151
2024 Q2	$228K	Hold	2,500	–	–	0.16%	143
2024 Q1	$211K	Buy	+2,500	New	+$201K	0.15%	148

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

Melfa Wealth Management's IWF Position: Q1 2026 in Review

Melfa Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,480 shares worth $264K. The position accounts for 0.15% of the portfolio, ranked #141.

Melfa Wealth Management first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. The position peaked at $293K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Melfa Wealth Management held 2,480 shares of iShares Russell 1000 Growth ETF worth $264K as of Q1 2026.
Melfa Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.15% of Melfa Wealth Management's portfolio in Q1 2026, its #141 holding.
Melfa Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Melfa Wealth Management's iShares Russell 1000 Growth ETF position peaked at $293K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.