MML Investors Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MML Investors Services’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	$196M	Sell	1,838,264 -268,848	-13%	-$30.5M	0.54%	29
2025 Q4	$249M	Buy	2,107,112 +59,652	+3%	+$7.07M	0.61%	27
2025 Q3	$240M	Buy	2,047,460 +49,064	+2%	+$5.46M	0.64%	28
2025 Q2	$212M	Sell	1,998,396 -209,476	-9%	-$20M	0.61%	26
2025 Q1	$199M	Buy	2,207,872 +50,020	+2%	+$4.93M	0.66%	22
2024 Q4	$217M	Buy	2,157,852 +97,512	+5%	+$9.59M	0.75%	20
2024 Q3	$193M	Buy	2,060,340 +43,344	+2%	+$3.93M	0.7%	21
2024 Q2	$184M	Buy	2,016,996 +33,700	+2%	+$2.88M	0.74%	18
2024 Q1	$167M	Sell	1,983,296 -70,220	-3%	-$5.66M	0.69%	19
2023 Q4	$156M	Buy	2,053,516 +30,692	+2%	+$2.17M	0.72%	20
2023 Q3	$135M	Sell	2,022,824 -53,616	-3%	-$3.7M	0.74%	20
2023 Q2	$143M	Buy	2,076,440 +180,072	+9%	+$11.5M	0.79%	18
2023 Q1	$116M	Sell	1,896,368 -372,092	-16%	-$21.4M	0.82%	16
2022 Q4	$121M	Buy	2,268,460 +258,108	+13%	+$14.2M	0.8%	16
2022 Q3	$106M	Buy	2,010,352 +74,004	+4%	+$4.35M	0.8%	19
2022 Q2	$106M	Buy	1,936,348 +256,224	+15%	+$15.4M	0.8%	19
2022 Q1	$117M	Buy	1,680,124 +12,288	+0.7%	+$839K	0.82%	20
2021 Q4	$127M	Buy	1,667,836 +102,164	+7%	+$7.57M	0.92%	15
2021 Q3	$107M	Buy	1,565,672 +58,488	+4%	+$4.14M	0.85%	18
2021 Q2	$102M	Sell	1,507,184 -13,312	-0.9%	-$858K	0.86%	17
2021 Q1	$92.4M	Sell	1,520,496 -46,328	-3%	-$2.82M	0.88%	14
2020 Q4	$94.5M	Sell	1,566,824 -17,424	-1%	-$992K	1.01%	13
2020 Q3	$85.9M	Buy	1,584,248 +55,248	+4%	+$2.91M	1.08%	13
2020 Q2	$73.4M	Sell	1,529,000 -52,544	-3%	-$2.32M	0.98%	13
2020 Q1	$59.6M	Sell	1,581,544 -72,536	-4%	-$3.13M	1.03%	15
2019 Q4	$72.7M	Sell	1,654,080 -168,976	-9%	-$7.06M	1.04%	11
2019 Q3	$72.8M	Sell	1,823,056 -292,168	-14%	-$11.7M	1.17%	8
2019 Q2	$83.2M	Sell	2,115,224 -91,480	-4%	-$3.54M	1.19%	8
2019 Q1	$83.5M	Buy	2,206,704 +109,288	+5%	+$3.93M	1.29%	6
2018 Q4	$68.6M	Buy	2,097,416 +49,804	+2%	+$1.76M	1.23%	7
2018 Q3	$79.8M	Buy	2,047,612 +57,172	+3%	+$2.16M	1.35%	6
2018 Q2	$71.6M	Sell	1,990,440 -343,836	-15%	-$12.1M	1.56%	4
2018 Q1	$79.4M	Buy	2,334,276 +343,232	+17%	+$12M	1.68%	4
2017 Q4	$67M	Buy	1,991,044 +17,920	+0.9%	+$587K	1.28%	11
2017 Q3	$61.7M	Buy	1,973,124 +86,624	+5%	+$2.65M	1.27%	10
2017 Q2	$56.1M	Buy	+1,886,500	New	+$55.4M	1.08%	18
2016 Q4	–	Sell	-14,908	Closed	-$388K	–	55
2016 Q3	$388K	Sell	14,908 -5,140	-26%	-$134K	0.45%	29
2016 Q2	$503K	Hold	20,048	–	–	0.45%	28
2016 Q1	$500K	Sell	20,048 -548	-3%	-$12.9K	0.46%	30
2015 Q4	$512K	Buy	20,596 +16	+0.1%	+$399	0.47%	33
2015 Q3	$478K	Buy	20,580 +8	+0%	+$197	0.49%	33
2015 Q2	$509K	Buy	+20,572	New	+$517K	0.52%	35

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

MML Investors Services's IWF Position: Q1 2026 in Review

MML Investors Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q1 2026, selling an estimated $30.5M and leaving 1,838,264 shares worth $196M. The position accounts for 0.54% of the portfolio, ranked #29.

MML Investors Services first reported a position in IWF in Q2 2015 and has held it in 42 quarters since. The position peaked at $249M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

MML Investors Services held 1,838,264 shares of iShares Russell 1000 Growth ETF worth $196M as of Q1 2026.
MML Investors Services sold 268,848 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $30.5M.
iShares Russell 1000 Growth ETF made up 0.54% of MML Investors Services's portfolio in Q1 2026, its #29 holding.
MML Investors Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2015 and has held it in 42 quarters since.
MML Investors Services's iShares Russell 1000 Growth ETF position peaked at $249M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.