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Millstone Evans Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Millstone Evans 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 		$688K Hold
5,540
– – 0.37% 49
2026
Q1 		$591K Hold
5,540
– – 0.35% 58
2025
Q4 		$656K Buy
5,540
+344
+7% +$40.7K 0.39% 47
2025
Q3 		$608K Hold
5,196
– – 0.39% 46
2025
Q2 		$552K Hold
5,196
– – 0.38% 50
2025
Q1 		$469K Buy
5,196
+4,588
+755% +$453K 0.32% 62
2024
Q4 		$61K Buy
+608
New +$59.8K 0.04% 254

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Millstone Evans Group's IWF Position: Q2 2026 in Review

Millstone Evans Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,540 shares worth $688K. The position accounts for 0.37% of the portfolio, ranked #49.

Millstone Evans Group first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,228 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Millstone Evans Group held 5,540 shares of iShares Russell 1000 Growth ETF worth $688K as of Q2 2026.
  • Millstone Evans Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.37% of Millstone Evans Group's portfolio in Q2 2026, its #49 holding.
  • Millstone Evans Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,228 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.