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

Morgan Dempsey 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	$4.47K	Hold	36	–	–	﹤0.01%	109
2026 Q1	$3.84K	Hold	36	–	–	﹤0.01%	141
2025 Q4	$4.26K	Hold	36	–	–	﹤0.01%	144
2025 Q3	$4.22K	Hold	36	–	–	﹤0.01%	153
2025 Q2	$3.82K	Hold	36	–	–	﹤0.01%	147
2025 Q1	$3.25K	Buy	+36	New	+$3.55K	﹤0.01%	133
2016 Q1	–	Sell	-1,452	Closed	-$36K	–	174
2015 Q4	$36K	Buy	+1,452	New	+$36.2K	0.01%	151

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

Morgan Dempsey Capital Management's IWF Position: Q2 2026 in Review

Morgan Dempsey Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 36 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

Morgan Dempsey Capital Management first reported a position in IWF in Q4 2015 and has held it in 7 quarters since. The position peaked at $36K in Q4 2015. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Morgan Dempsey Capital Management held 36 shares of iShares Russell 1000 Growth ETF worth $4.47K as of Q2 2026.
Morgan Dempsey Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #109 holding.
Morgan Dempsey Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 7 quarters since.
Morgan Dempsey Capital Management's iShares Russell 1000 Growth ETF position peaked at $36K in Q4 2015.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.