MontVue Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MontVue Capital 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	$659K	Sell	5,310 -2	-0%	-$241	0.38%	39
2026 Q1	$566K	Hold	5,312	–	–	0.39%	35
2025 Q4	$628K	Hold	5,312	–	–	0.42%	35
2025 Q3	$622K	Hold	5,312	–	–	0.42%	34
2025 Q2	$564K	Hold	5,312	–	–	0.4%	35
2025 Q1	$479K	Sell	5,312 -684	-11%	-$67.5K	0.38%	37
2024 Q4	$602K	Hold	5,996	–	–	0.46%	34
2024 Q3	$563K	Hold	5,996	–	–	0.43%	35
2024 Q2	$546K	Buy	+5,996	New	+$512K	0.43%	35

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 22.9% 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

MontVue Capital Management's IWF Position: Q2 2026 in Review

MontVue Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, selling an estimated $241 and leaving 5,310 shares worth $659K. The position accounts for 0.38% of the portfolio, ranked #39.

MontVue Capital Management first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MontVue Capital Management held 5,310 shares of iShares Russell 1000 Growth ETF worth $659K as of Q2 2026.
MontVue Capital Management sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.38% of MontVue Capital Management's portfolio in Q2 2026, its #39 holding.
MontVue Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.