Mitchell McLeod Pugh & Williams’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mitchell McLeod Pugh & Williams’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	$374K	Hold	3,012	–	–	0.05%	241
2026 Q1	$321K	Hold	3,012	–	–	0.05%	236
2025 Q4	$344K	Hold	3,012	–	–	0.05%	233
2025 Q3	$369K	Hold	3,012	–	–	0.06%	212
2025 Q2	$320K	Buy	+3,012	New	+$288K	0.06%	220
2024 Q4	–	Sell	-3,228	Closed	-$303K	–	272
2024 Q3	$303K	Hold	3,228	–	–	0.06%	220
2024 Q2	$294K	Hold	3,228	–	–	0.07%	211
2024 Q1	$272K	Sell	3,228 -240	-7%	-$19.3K	0.07%	223
2023 Q4	$263K	Hold	3,468	–	–	0.07%	216
2023 Q3	$231K	Hold	3,468	–	–	0.07%	222
2023 Q2	$239K	Sell	3,468 -1,784	-34%	-$113K	0.07%	226
2023 Q1	$321K	Sell	5,252 -2,276	-30%	-$131K	0.1%	197
2022 Q4	$403K	Buy	+7,528	New	+$414K	0.14%	165

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

Mitchell McLeod Pugh & Williams's IWF Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,012 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #241.

Mitchell McLeod Pugh & Williams first reported a position in IWF in Q4 2022 and has held it in 13 quarters since. The position peaked at $403K in Q4 2022. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Mitchell McLeod Pugh & Williams held 3,012 shares of iShares Russell 1000 Growth ETF worth $374K as of Q2 2026.
Mitchell McLeod Pugh & Williams left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #241 holding.
Mitchell McLeod Pugh & Williams first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
Mitchell McLeod Pugh & Williams's iShares Russell 1000 Growth ETF position peaked at $403K in Q4 2022.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.