MA
IWF icon

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

MONECO 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 		$2.83M Sell
22,809
-79
-0.3% -$9.52K 0.17% 123
2026
Q1 		$2.44M Sell
22,888
-800
-3% -$90.8K 0.19% 120
2025
Q4 		$2.8M Buy
23,688
+844
+4% +$100K 0.22% 95
2025
Q3 		$2.67M Sell
22,844
-3,644
-14% -$406K 0.22% 97
2025
Q2 		$2.81M Sell
26,488
-984
-4% -$94.1K 0.26% 90
2025
Q1 		$2.48M Sell
27,472
-1,032
-4% -$102K 0.26% 87
2024
Q4 		$2.86M Buy
28,504
+604
+2% +$59.4K 0.3% 81
2024
Q3 		$2.62M Sell
27,900
-2,024
-7% -$184K 0.33% 85
2024
Q2 		$2.73M Sell
29,924
-484
-2% -$41.3K 0.4% 69
2024
Q1 		$2.56M Sell
30,408
-624
-2% -$50.3K 0.41% 65
2023
Q4 		$2.35M Buy
31,032
+3,540
+13% +$250K 0.45% 56
2023
Q3 		$1.83M Buy
27,492
+1,384
+5% +$95.6K 0.5% 46
2023
Q2 		$1.8M Sell
26,108
-156
-0.6% -$9.92K 0.49% 44
2023
Q1 		$1.6M Sell
26,264
-1,072
-4% -$61.8K 0.47% 50
2022
Q4 		$1.46M Sell
27,336
-3,492
-11% -$192K 0.53% 42
2022
Q3 		$1.62M Sell
30,828
-372
-1% -$21.9K 0.65% 37
2022
Q2 		$1.71M Buy
31,200
+3,232
+12% +$194K 0.66% 36
2022
Q1 		$1.94M Sell
27,968
-376
-1% -$25.7K 0.71% 31
2021
Q4 		$1.93M Sell
28,344
-1,212
-4% -$89.8K 0.73% 29
2021
Q3 		$2.02M Buy
29,556
+636
+2% +$45K 0.8% 29
2021
Q2 		$1.96M Buy
28,920
+80
+0.3% +$5.16K 0.9% 27
2021
Q1 		$1.75M Buy
28,840
+1,060
+4% +$64.5K 0.85% 28
2020
Q4 		$1.68M Sell
27,780
-2,816
-9% -$160K 0.93% 27
2020
Q3 		$1.66M Sell
30,596
-740
-2% -$39K 1.06% 23
2020
Q2 		$1.5M Sell
31,336
-352
-1% -$15.5K 1.18% 19
2020
Q1 		$1.19M Sell
31,688
-11,212
-26% -$483K 1.22% 19
2019
Q4 		$1.98M Sell
42,900
-1,536
-3% -$64.1K 1.41% 17
2019
Q3 		$1.77M Sell
44,436
-932
-2% -$37.4K 1.38% 17
2019
Q2 		$1.78M Buy
45,368
+872
+2% +$33.7K 1.43% 15
2019
Q1 		$1.68M Buy
44,496
+10,312
+30% +$371K 1.36% 17
2018
Q4 		$1.12M Buy
+34,184
New +$1.21M 1.3% 20

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

MONECO Advisors's IWF Position: Q2 2026 in Review

MONECO Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.35% in Q2 2026, selling an estimated $9.52K and leaving 22,809 shares worth $2.83M. The position accounts for 0.17% of the portfolio, ranked #123.

MONECO Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.86M in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • MONECO Advisors held 22,809 shares of iShares Russell 1000 Growth ETF worth $2.83M as of Q2 2026.
  • MONECO Advisors sold 79 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.52K.
  • iShares Russell 1000 Growth ETF made up 0.17% of MONECO Advisors's portfolio in Q2 2026, its #123 holding.
  • MONECO Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • MONECO Advisors's iShares Russell 1000 Growth ETF position peaked at $2.86M in Q4 2024.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.