Middleton & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Middleton & Co’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	$3.1M	Hold	29,084	–	–	0.35%	59
2025 Q4	$3.44M	Sell	29,084 -20	-0.1%	-$2.37K	0.37%	60
2025 Q3	$3.41M	Sell	29,104 -20	-0.1%	-$2.23K	0.37%	62
2025 Q2	$3.09M	Sell	29,124 -180	-0.6%	-$17.2K	0.35%	64
2025 Q1	$2.65M	Sell	29,304 -400	-1%	-$39.5K	0.31%	67
2024 Q4	$2.98M	Sell	29,704 -796	-3%	-$78.3K	0.33%	64
2024 Q3	$2.86M	Sell	30,500 -712	-2%	-$64.6K	0.32%	68
2024 Q2	$2.84M	Sell	31,212 -340	-1%	-$29K	0.33%	65
2024 Q1	$2.66M	Hold	31,552	–	–	0.31%	69
2023 Q4	$2.39M	Sell	31,552 -248	-0.8%	-$17.5K	0.3%	68
2023 Q3	$2.11M	Sell	31,800 -648	-2%	-$44.7K	0.29%	69
2023 Q2	$2.23M	Sell	32,448 -220	-0.7%	-$14K	0.3%	69
2023 Q1	$2M	Hold	32,668	–	–	0.29%	72
2022 Q4	$1.75M	Hold	32,668	–	–	0.26%	78
2022 Q3	$1.72M	Sell	32,668 -500	-2%	-$29.4K	0.26%	73
2022 Q2	$1.81M	Sell	33,168 -444	-1%	-$26.7K	0.23%	75
2022 Q1	$2.33M	Hold	33,612	–	–	0.25%	75
2021 Q4	$2.57M	Sell	33,612 -24	-0.1%	-$1.78K	0.25%	73
2021 Q3	$2.3M	Sell	33,636 -576	-2%	-$40.7K	0.25%	75
2021 Q2	$2.32M	Sell	34,212 -200	-0.6%	-$12.9K	0.25%	74
2021 Q1	$2.09M	Buy	34,412 +180	+0.5%	+$11K	0.24%	75
2020 Q4	$2.06M	Sell	34,232 -260	-0.8%	-$14.8K	0.24%	75
2020 Q3	$1.87M	Hold	34,492	–	–	0.25%	74
2020 Q2	$1.66M	Sell	34,492 -2,472	-7%	-$109K	0.24%	81
2020 Q1	$1.39M	Sell	36,964 -600	-2%	-$25.9K	0.24%	79
2019 Q4	$1.65M	Sell	37,564 -240	-0.6%	-$10K	0.24%	80
2019 Q3	$1.51M	Sell	37,804 -400	-1%	-$16K	0.23%	83
2019 Q2	$1.5M	Buy	38,204 +3,000	+9%	+$116K	0.23%	84
2019 Q1	$1.33M	Buy	35,204 +572	+2%	+$20.6K	0.21%	86
2018 Q4	$1.13M	Sell	34,632 -360	-1%	-$12.7K	0.21%	84
2018 Q3	$1.36M	Hold	34,992	–	–	0.21%	87
2018 Q2	$1.26M	Sell	34,992 -160	-0.5%	-$5.65K	0.22%	89
2018 Q1	$1.2M	Sell	35,152 -100	-0.3%	-$3.5K	0.21%	89
2017 Q4	$1.19M	Sell	35,252 -20	-0.1%	-$655	0.2%	94
2017 Q3	$1.1M	Sell	35,272 -5,236	-13%	-$160K	0.2%	98
2017 Q2	$1.21M	Sell	40,508 -22,380	-36%	-$657K	0.26%	76
2017 Q1	$1.79M	Sell	62,888 -7,824	-11%	-$217K	0.39%	71
2016 Q4	$1.85M	Buy	70,712 +32,240	+84%	+$837K	0.42%	69
2016 Q3	$1M	Sell	38,472 -1,820	-5%	-$47.3K	0.22%	86
2016 Q2	$1.01M	Sell	40,292 -4,660	-10%	-$116K	0.23%	84
2016 Q1	$1.12M	Sell	44,952 -440	-1%	-$10.4K	0.26%	77
2015 Q4	$1.13M	Buy	45,392 +360	+0.8%	+$8.98K	0.25%	75
2015 Q3	$1.05M	Buy	45,032 +612	+1%	+$15.1K	0.25%	79
2015 Q2	$1.1M	Sell	44,420 -480	-1%	-$12.1K	0.24%	81
2015 Q1	$1.11M	Buy	44,900 +200	+0.4%	+$4.89K	0.24%	83
2014 Q4	$1.07M	Buy	44,700 +300	+0.7%	+$7.02K	0.24%	84
2014 Q3	$1.02M	Sell	44,400 -3,060	-6%	-$70.1K	0.24%	84
2014 Q2	$1.08M	Buy	47,460 +220	+0.5%	+$4.83K	0.25%	84
2014 Q1	$1.02M	Buy	+47,240	New	+$1.01M	0.24%	85
2013 Q4	–	Sell	-37,860	Closed	-$740K	–	143
2013 Q3	$740K	Buy	37,860 +460	+1%	+$8.81K	0.19%	90
2013 Q2	$680K	Buy	+37,400	New	+$685K	0.2%	89

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

Middleton & Co's IWF Position: Q1 2026 in Review

Middleton & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 29,084 shares worth $3.1M. The position accounts for 0.35% of the portfolio, ranked #59.

Middleton & Co first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.44M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Middleton & Co held 29,084 shares of iShares Russell 1000 Growth ETF worth $3.1M as of Q1 2026.
Middleton & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.35% of Middleton & Co's portfolio in Q1 2026, its #59 holding.
Middleton & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
Middleton & Co's iShares Russell 1000 Growth ETF position peaked at $3.44M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.