Montz Harcus Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Montz Harcus 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 Q2	$314K	Buy	2,525 +1	+0%	+$121	0.11%	72
2026 Q1	$269K	Buy	2,524 +4	+0.2%	+$454	0.11%	72
2025 Q4	$298K	Hold	2,520	–	–	0.12%	67
2025 Q3	$295K	Buy	2,520 +4	+0.2%	+$445	0.13%	65
2025 Q2	$267K	Hold	2,516	–	–	0.13%	69
2025 Q1	$227K	Buy	2,516 +4	+0.2%	+$395	0.12%	71
2024 Q4	$252K	Buy	2,512 +4	+0.2%	+$393	0.14%	62
2024 Q3	$235K	Buy	2,508 +4	+0.2%	+$363	0.14%	63
2024 Q2	$228K	Hold	2,504	–	–	0.15%	55
2024 Q1	$211K	Buy	+2,504	New	+$202K	0.14%	64

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 22.96% 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

Montz Harcus Wealth Management's IWF Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $121 and bringing the position to 2,525 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #72.

Montz Harcus Wealth Management first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Montz Harcus Wealth Management held 2,525 shares of iShares Russell 1000 Growth ETF worth $314K as of Q2 2026.
Montz Harcus Wealth Management bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.11% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #72 holding.
Montz Harcus Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.