MidAtlantic Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MidAtlantic Capital 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	$5.69M	Buy	53,384 +80	+0.2%	+$9.08K	3.93%	6
2025 Q4	$6.31M	Sell	53,304 -88	-0.2%	-$10.4K	4.04%	4
2025 Q3	$6.25M	Buy	53,392 +16	+0%	+$1.78K	4.27%	4
2025 Q2	$5.67M	Sell	53,376 -256	-0.5%	-$24.5K	4.02%	5
2025 Q1	$4.84M	Buy	53,632 +124	+0.2%	+$12.2K	3.8%	6
2024 Q4	$5.37M	Buy	53,508 +112	+0.2%	+$11K	3.93%	5
2024 Q3	$5.01M	Buy	53,396 +1,404	+3%	+$127K	3.66%	5
2024 Q2	$4.74M	Buy	51,992 +168	+0.3%	+$14.3K	3.97%	5
2024 Q1	$4.37M	Hold	51,824	–	–	3.83%	5
2023 Q4	$3.93M	Buy	+51,824	New	+$3.66M	3.82%	6

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

MidAtlantic Capital Management's IWF Position: Q1 2026 in Review

MidAtlantic Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.15% in Q1 2026, buying an estimated $9.08K and bringing the position to 53,384 shares worth $5.69M. The position accounts for 3.93% of the portfolio, ranked #6.

MidAtlantic Capital Management first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.31M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

MidAtlantic Capital Management held 53,384 shares of iShares Russell 1000 Growth ETF worth $5.69M as of Q1 2026.
MidAtlantic Capital Management bought 80 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $9.08K.
iShares Russell 1000 Growth ETF made up 3.93% of MidAtlantic Capital Management's portfolio in Q1 2026, its #6 holding.
MidAtlantic Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's iShares Russell 1000 Growth ETF position peaked at $6.31M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.