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 Q2	$308K	Hold	2,480	–	–	0.17%	121
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 $1.89T 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 22.9% 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

Melfa Wealth Management's IWF Position: Q2 2026 in Review

Melfa Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,480 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #121.

Melfa Wealth Management first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Melfa Wealth Management held 2,480 shares of iShares Russell 1000 Growth ETF worth $308K as of Q2 2026.
Melfa Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.17% of Melfa Wealth Management's portfolio in Q2 2026, its #121 holding.
Melfa Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.