Modern Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Modern Wealth 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	$39.9M	Buy	321,665 +291,857	+979%	+$35.2M	0.48%	42
2026 Q1	$3.21M	Buy	29,808 +68	+0.2%	+$7.72K	0.05%	248
2025 Q4	$3.52M	Buy	29,740 +4,764	+19%	+$564K	0.06%	229
2025 Q3	$2.92M	Sell	24,976 -332	-1%	-$37K	0.06%	238
2025 Q2	$2.69M	Buy	25,308 +3,632	+17%	+$347K	0.07%	234
2025 Q1	$1.96M	Sell	21,676 -24	-0.1%	-$2.37K	0.06%	208
2024 Q4	$2.18M	Buy	21,700 +15,620	+257%	+$1.54M	0.08%	169
2024 Q3	$571K	Sell	6,080 -2,932	-33%	-$266K	0.04%	239
2024 Q2	$821K	Buy	9,012 +4,800	+114%	+$410K	0.06%	155
2024 Q1	$355K	Hold	4,212	–	–	0.03%	218
2023 Q4	$319K	Buy	+4,212	New	+$298K	0.04%	130

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Modern Wealth Management's IWF Position: Q2 2026 in Review

Modern Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 979% in Q2 2026, buying an estimated $35.2M and bringing the position to 321,665 shares worth $39.9M. The position accounts for 0.48% of the portfolio, ranked #42.

Modern Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Modern Wealth Management held 321,665 shares of iShares Russell 1000 Growth ETF worth $39.9M as of Q2 2026.
Modern Wealth Management bought 291,857 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $35.2M.
iShares Russell 1000 Growth ETF made up 0.48% of Modern Wealth Management's portfolio in Q2 2026, its #42 holding.
Modern Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.