Millennium Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Millennium Capital 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	$658K	Hold	5,300	–	–	0.36%	60
2026 Q1	$565K	Hold	5,300	–	–	0.35%	63
2025 Q4	$627K	Buy	5,300 +80	+2%	+$9.48K	0.37%	57
2025 Q3	$611K	Buy	5,220 +408	+8%	+$45.4K	0.37%	57
2025 Q2	$511K	Hold	4,812	–	–	0.34%	54
2025 Q1	$434K	Buy	4,812 +1,464	+44%	+$144K	0.32%	56
2024 Q4	$336K	Hold	3,348	–	–	0.23%	74
2024 Q3	$314K	Hold	3,348	–	–	0.21%	81
2024 Q2	$305K	Hold	3,348	–	–	0.2%	86
2024 Q1	$282K	Hold	3,348	–	–	0.2%	93
2023 Q4	$254K	Hold	3,348	–	–	0.19%	102
2023 Q3	$223K	Hold	3,348	–	–	0.19%	96
2023 Q2	$230K	Hold	3,348	–	–	0.19%	100
2023 Q1	$205K	Buy	+3,348	New	+$193K	0.18%	98
2022 Q2	–	Sell	-3,688	Closed	-$256K	–	98
2022 Q1	$256K	Hold	3,688	–	–	0.21%	91
2021 Q4	$282K	Buy	+3,688	New	+$273K	0.22%	86

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

Millennium Capital Advisors's IWF Position: Q2 2026 in Review

Millennium Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,300 shares worth $658K. The position accounts for 0.36% of the portfolio, ranked #60.

Millennium Capital Advisors first reported a position in IWF in Q4 2021 and has held it in 16 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Millennium Capital Advisors held 5,300 shares of iShares Russell 1000 Growth ETF worth $658K as of Q2 2026.
Millennium Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.36% of Millennium Capital Advisors's portfolio in Q2 2026, its #60 holding.
Millennium Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.