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 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 $1.66T 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

Modern Wealth Management's IWF Position: Q1 2026 in Review

Modern Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.23% in Q1 2026, buying an estimated $7.72K and bringing the position to 29,808 shares worth $3.21M. The position accounts for 0.05% of the portfolio, ranked #248.

Modern Wealth Management first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.52M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Modern Wealth Management held 29,808 shares of iShares Russell 1000 Growth ETF worth $3.21M as of Q1 2026.
Modern Wealth Management bought 68 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $7.72K.
iShares Russell 1000 Growth ETF made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #248 holding.
Modern Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's iShares Russell 1000 Growth ETF position peaked at $3.52M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.