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

MGB 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
2025 Q4	$236K	Hold	1,992	–	–	0.07%	200
2025 Q3	$233K	Hold	1,992	–	–	0.07%	203
2025 Q2	$211K	Sell	1,992 -996	-33%	-$95.2K	0.07%	206
2025 Q1	$269K	Sell	2,988 -12	-0.4%	-$1.18K	0.1%	179
2024 Q4	$304K	Hold	3,000	–	–	0.09%	154
2024 Q3	$280K	Hold	3,000	–	–	0.1%	156
2024 Q2	$281K	Hold	3,000	–	–	0.11%	154
2024 Q1	$253K	Hold	3,000	–	–	0.1%	167
2023 Q4	$227K	Buy	+3,000	New	+$212K	0.11%	164

Other funds holding IWF

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MGB Wealth Management's IWF Position: Q4 2025 in Review

MGB Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2025 at 1,992 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #200.

MGB Wealth Management first reported a position in IWF in Q4 2023 and has held it in 9 quarters since. The position peaked at $304K in Q4 2024. 2,521 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

MGB Wealth Management held 1,992 shares of iShares Russell 1000 Growth ETF worth $236K as of Q4 2025.
MGB Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2025.
iShares Russell 1000 Growth ETF made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #200 holding.
MGB Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares Russell 1000 Growth ETF position peaked at $304K in Q4 2024.
2,521 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.