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 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 $1.66T 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

MontVue Capital Management's IWF Position: Q1 2026 in Review

MontVue Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,312 shares worth $566K. The position accounts for 0.39% of the portfolio, ranked #35.

MontVue Capital Management first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $628K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

MontVue Capital Management held 5,312 shares of iShares Russell 1000 Growth ETF worth $566K as of Q1 2026.
MontVue Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.39% of MontVue Capital Management's portfolio in Q1 2026, its #35 holding.
MontVue Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
MontVue Capital Management's iShares Russell 1000 Growth ETF position peaked at $628K in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.