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MJP Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MJP Associates’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 		$22.3M Buy
179,521
+6,785
+4% +$818K 2.44% 11
2026
Q1 		$18.4M Buy
172,736
+8,120
+5% +$922K 2.24% 12
2025
Q4 		$19.5M Buy
164,616
+24,184
+17% +$2.86M 2.44% 10
2025
Q3 		$16.4M Buy
140,432
+7,452
+6% +$830K 2.17% 12
2025
Q2 		$14.1M Sell
132,980
-39,036
-23% -$3.73M 2.09% 12
2025
Q1 		$15.5M Sell
172,016
-13,240
-7% -$1.31M 2.8% 8
2024
Q4 		$18.6M Buy
185,256
+4,808
+3% +$473K 3.34% 7
2024
Q3 		$16.9M Buy
180,448
+25,388
+16% +$2.3M 3.21% 8
2024
Q2 		$14.1M Buy
155,060
+644
+0.4% +$55K 2.94% 8
2024
Q1 		$13M Buy
154,416
+26,032
+20% +$2.1M 2.83% 9
2023
Q4 		$9.73M Sell
128,384
-1,008
-0.8% -$71.3K 2.59% 10
2023
Q3 		$8.6M Buy
129,392
+1,484
+1% +$102K 2.5% 9
2023
Q2 		$8.8M Buy
+127,908
New +$8.13M 2.88% 8

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MJP Associates's IWF Position: Q2 2026 in Review

MJP Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q2 2026, buying an estimated $818K and bringing the position to 179,521 shares worth $22.3M. The position accounts for 2.44% of the portfolio, ranked #11.

MJP Associates first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • MJP Associates held 179,521 shares of iShares Russell 1000 Growth ETF worth $22.3M as of Q2 2026.
  • MJP Associates bought 6,785 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $818K.
  • iShares Russell 1000 Growth ETF made up 2.44% of MJP Associates's portfolio in Q2 2026, its #11 holding.
  • MJP Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.