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 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 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

MJP Associates's IWF Position: Q1 2026 in Review

MJP Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.9% in Q1 2026, buying an estimated $922K and bringing the position to 172,736 shares worth $18.4M. The position accounts for 2.24% of the portfolio, ranked #12.

MJP Associates first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.5M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

MJP Associates held 172,736 shares of iShares Russell 1000 Growth ETF worth $18.4M as of Q1 2026.
MJP Associates bought 8,120 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $922K.
iShares Russell 1000 Growth ETF made up 2.24% of MJP Associates's portfolio in Q1 2026, its #12 holding.
MJP Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
MJP Associates's iShares Russell 1000 Growth ETF position peaked at $19.5M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.