Milestone Asset Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Milestone Asset Management Group’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	$847K	Hold	6,820	–	–	0.43%	58
2026 Q1	$727K	Buy	6,820 +4	+0.1%	+$454	0.43%	58
2025 Q4	$807K	Hold	6,816	–	–	0.46%	54
2025 Q3	$798K	Buy	6,816 +4	+0.1%	+$445	0.5%	51
2025 Q2	$723K	Hold	6,812	–	–	0.54%	51
2025 Q1	$615K	Buy	6,812 +4	+0.1%	+$395	0.56%	53
2024 Q4	$684K	Buy	+6,808	New	+$670K	0.61%	49

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

Milestone Asset Management Group's IWF Position: Q2 2026 in Review

Milestone Asset Management Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,820 shares worth $847K. The position accounts for 0.43% of the portfolio, ranked #58.

Milestone Asset Management Group first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Milestone Asset Management Group held 6,820 shares of iShares Russell 1000 Growth ETF worth $847K as of Q2 2026.
Milestone Asset Management Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.43% of Milestone Asset Management Group's portfolio in Q2 2026, its #58 holding.
Milestone Asset Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.