MMBG Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MMBG Investment Advisors’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	$978K	Sell	7,874 -2	-0%	-$241	0.08%	104
2026 Q1	$839K	Hold	7,876	–	–	0.08%	107
2025 Q4	$932K	Hold	7,876	–	–	0.08%	101
2025 Q3	$922K	Hold	7,876	–	–	0.08%	106
2025 Q2	$836K	Hold	7,876	–	–	0.08%	106
2025 Q1	$711K	Hold	7,876	–	–	0.08%	109
2024 Q4	$791K	Hold	7,876	–	–	0.08%	102
2024 Q3	$739K	Hold	7,876	–	–	0.08%	102
2024 Q2	$718K	Hold	7,876	–	–	0.08%	99
2024 Q1	$664K	Hold	7,876	–	–	0.07%	110
2023 Q4	$597K	Hold	7,876	–	–	0.07%	115
2023 Q3	$524K	Hold	7,876	–	–	0.07%	118
2023 Q2	$533K	Hold	7,876	–	–	0.06%	116
2023 Q1	$481K	Hold	7,876	–	–	0.06%	120
2022 Q4	$422K	Hold	7,876	–	–	0.06%	128
2022 Q3	$414K	Hold	7,876	–	–	0.06%	128
2022 Q2	$431K	Hold	7,876	–	–	0.05%	122
2022 Q1	$547K	Hold	7,876	–	–	0.06%	118
2021 Q4	$602K	Buy	+7,876	New	+$584K	0.06%	117

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMBG Investment Advisors's IWF Position: Q2 2026 in Review

MMBG Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, selling an estimated $241 and leaving 7,874 shares worth $978K. The position accounts for 0.08% of the portfolio, ranked #104.

MMBG Investment Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 1,980 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MMBG Investment Advisors held 7,874 shares of iShares Russell 1000 Growth ETF worth $978K as of Q2 2026.
MMBG Investment Advisors sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.08% of MMBG Investment Advisors's portfolio in Q2 2026, its #104 holding.
MMBG Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.