MAM
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MMA Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MMA Asset Management’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 		$2.36M Hold
19,032
– – 0.75% 33
2026
Q1 		$2.03M Sell
19,032
-84
-0.4% -$9.53K 0.71% 34
2025
Q4 		$2.26M Hold
19,116
– – 0.81% 32
2025
Q3 		$2.24M Buy
19,116
+336
+2% +$37.4K 0.75% 34
2025
Q2 		$1.99M Sell
18,780
-544
-3% -$52K 0.76% 29
2025
Q1 		$1.74M Hold
19,324
– – 0.73% 27
2024
Q4 		$1.94M Sell
19,324
-27,656
-59% -$2.72M 0.85% 25
2024
Q3 		$3.69M Buy
46,980
+26,136
+125% +$2.37M 0.98% 24
2024
Q2 		$1.9M Sell
20,844
-700
-3% -$59.8K 0.89% 23
2024
Q1 		$1.81M Sell
21,544
-4,536
-17% -$365K 0.85% 25
2023
Q4 		$1.98M Sell
26,080
-56
-0.2% -$3.96K 1.05% 26
2023
Q3 		$1.74M Sell
26,136
-24
-0.1% -$1.66K 1.01% 28
2023
Q2 		$1.8M Buy
26,160
+17,748
+211% +$1.13M 1.05% 25
2023
Q1 		$514K Sell
8,412
-34,208
-80% -$1.97M 0.37% 50
2022
Q4 		$2.28M Buy
42,620
+13,612
+47% +$749K 1.86% 15
2022
Q3 		$1.53M Sell
29,008
-1,148
-4% -$67.5K 1.32% 18
2022
Q2 		$1.65M Sell
30,156
-3,580
-11% -$215K 1.42% 18
2022
Q1 		$1.96M Sell
33,736
-2,972
-8% -$203K 1.54% 17
2021
Q4 		$2.8M Buy
36,708
+3,256
+10% +$241K 1.98% 12
2021
Q3 		$2.29M Buy
33,452
+2,028
+6% +$143K 1.75% 15
2021
Q2 		$2.13M Buy
31,424
+15,936
+103% +$1.03M 1.62% 17
2021
Q1 		$941K Buy
15,488
+2,988
+24% +$182K 0.81% 26
2020
Q4 		$754K Buy
+12,500
New +$711K 0.73% 26

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

MMA Asset Management's IWF Position: Q2 2026 in Review

MMA Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 19,032 shares worth $2.36M. The position accounts for 0.75% of the portfolio, ranked #33.

MMA Asset Management first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.69M in Q3 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • MMA Asset Management held 19,032 shares of iShares Russell 1000 Growth ETF worth $2.36M as of Q2 2026.
  • MMA Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.75% of MMA Asset Management's portfolio in Q2 2026, its #33 holding.
  • MMA Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • MMA Asset Management's iShares Russell 1000 Growth ETF position peaked at $3.69M in Q3 2024.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.