Mill Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mill 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 Q1	$171K	Hold	1,600	–	–	0.01%	125
2025 Q4	$189K	Buy	1,600 +800	+100%	+$94.8K	0.01%	124
2025 Q3	$93.7K	Hold	800	–	–	0.01%	119
2025 Q2	$84.9K	Hold	800	–	–	0.01%	117
2025 Q1	$72.2K	Hold	800	–	–	0.01%	116
2024 Q4	$80.3K	Hold	800	–	–	0.01%	122
2024 Q3	$75.1K	Hold	800	–	–	0.01%	122
2024 Q2	$72.9K	Hold	800	–	–	0.01%	119
2024 Q1	$67.4K	Hold	800	–	–	0.01%	120
2023 Q4	$60.6K	Hold	800	–	–	0.01%	119
2023 Q3	$53.2K	Hold	800	–	–	0.01%	117
2023 Q2	$55K	Hold	800	–	–	0.01%	124
2023 Q1	$48.9K	Hold	800	–	–	0.01%	130
2022 Q4	$42.8K	Hold	800	–	–	﹤0.01%	131
2022 Q3	$42K	Buy	+800	New	+$47K	﹤0.01%	121

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

Mill Capital Management's IWF Position: Q1 2026 in Review

Mill Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,600 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #125.

Mill Capital Management first reported a position in IWF in Q3 2022 and has held it in 15 quarters since. The position peaked at $189K in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Mill Capital Management held 1,600 shares of iShares Russell 1000 Growth ETF worth $171K as of Q1 2026.
Mill Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.01% of Mill Capital Management's portfolio in Q1 2026, its #125 holding.
Mill Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 15 quarters since.
Mill Capital Management's iShares Russell 1000 Growth ETF position peaked at $189K in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.