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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

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

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