Montis Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Montis Financial’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	$1.86M	Sell	17,420 -508	-3%	-$57.7K	0.38%	44
2025 Q4	$2.12M	Sell	17,928 -2,172	-11%	-$257K	0.42%	39
2025 Q3	$2.35M	Buy	20,100 +13,532	+206%	+$1.51M	0.54%	37
2025 Q2	$697K	Sell	6,568 -64	-1%	-$6.12K	0.19%	71
2025 Q1	$599K	Buy	6,632 +2,612	+65%	+$258K	0.18%	76
2024 Q4	$404K	Sell	4,020 -28	-0.7%	-$2.75K	0.12%	101
2024 Q3	$380K	Sell	4,048 -120	-3%	-$10.9K	0.14%	79
2024 Q2	$380K	Sell	4,168 -392	-9%	-$33.5K	0.17%	57
2024 Q1	$384K	Hold	4,560	–	–	0.18%	56
2023 Q4	$346K	Hold	4,560	–	–	0.21%	50
2023 Q3	$303K	Buy	+4,560	New	+$315K	0.2%	52

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

Montis Financial's IWF Position: Q1 2026 in Review

Montis Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q1 2026, selling an estimated $57.7K and leaving 17,420 shares worth $1.86M. The position accounts for 0.38% of the portfolio, ranked #44.

Montis Financial first reported a position in IWF in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Montis Financial held 17,420 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q1 2026.
Montis Financial sold 508 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $57.7K.
iShares Russell 1000 Growth ETF made up 0.38% of Montis Financial's portfolio in Q1 2026, its #44 holding.
Montis Financial first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Montis Financial's iShares Russell 1000 Growth ETF position peaked at $2.35M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.