Midland Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Midland Wealth Advisors’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	$1.86M	Sell	14,984 -452	-3%	-$54.5K	0.09%	50
2026 Q1	$1.65M	Sell	15,436 -1,972	-11%	-$224K	0.08%	50
2025 Q4	$2.06M	Sell	17,408 -1,560	-8%	-$185K	0.11%	41
2025 Q3	$2.22M	Sell	18,968 -3,864	-17%	-$430K	0.12%	39
2025 Q2	$2.42M	Sell	22,832 -15,908	-41%	-$1.52M	0.13%	38
2025 Q1	$3.5M	Buy	38,740 +476	+1%	+$47K	0.21%	27
2024 Q4	$3.84M	Buy	38,264 +1,272	+3%	+$125K	0.23%	26
2024 Q3	$3.47M	Buy	36,992 +5,920	+19%	+$537K	0.2%	29
2024 Q2	$2.83M	Buy	31,072 +2,816	+10%	+$240K	0.17%	37
2024 Q1	$2.38M	Buy	28,256 +1,980	+8%	+$160K	0.15%	39
2023 Q4	$1.99M	Buy	+26,276	New	+$1.86M	0.14%	41

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

Midland Wealth Advisors's IWF Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, selling an estimated $54.5K and leaving 14,984 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #50.

Midland Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.84M in Q4 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Midland Wealth Advisors held 14,984 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q2 2026.
Midland Wealth Advisors sold 452 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $54.5K.
iShares Russell 1000 Growth ETF made up 0.09% of Midland Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Midland Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $3.84M in Q4 2024.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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