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 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 $1.66T 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

Midland Wealth Advisors's IWF Position: Q1 2026 in Review

Midland Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2026, selling an estimated $224K and leaving 15,436 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #50.

Midland Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.84M in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Midland Wealth Advisors held 15,436 shares of iShares Russell 1000 Growth ETF worth $1.65M as of Q1 2026.
Midland Wealth Advisors sold 1,972 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $224K.
iShares Russell 1000 Growth ETF made up 0.08% of Midland Wealth Advisors's portfolio in Q1 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 10 quarters since.
Midland Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $3.84M in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.