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 Q2	$6.63M	Buy	53,392 +8	+0%	+$964	4.12%	5
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 $1.89T 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

MidAtlantic Capital Management's IWF Position: Q2 2026 in Review

MidAtlantic Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, buying an estimated $964 and bringing the position to 53,392 shares worth $6.63M. The position accounts for 4.12% of the portfolio, ranked #5.

MidAtlantic Capital Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MidAtlantic Capital Management held 53,392 shares of iShares Russell 1000 Growth ETF worth $6.63M as of Q2 2026.
MidAtlantic Capital Management bought 8 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $964.
iShares Russell 1000 Growth ETF made up 4.12% of MidAtlantic Capital Management's portfolio in Q2 2026, its #5 holding.
MidAtlantic Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.