Morling Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Morling Financial Advisors’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	$131K	Hold	1,228	–	–	0.04%	82
2025 Q4	$145K	Hold	1,228	–	–	0.05%	77
2025 Q3	$144K	Sell	1,228 -656	-35%	-$73K	0.05%	75
2025 Q2	$200K	Buy	1,884 +468	+33%	+$44.8K	0.07%	69
2025 Q1	$128K	Hold	1,416	–	–	0.04%	86
2024 Q4	$142K	Hold	1,416	–	–	0.05%	77
2024 Q3	$133K	Hold	1,416	–	–	0.05%	73
2024 Q2	$129K	Hold	1,416	–	–	0.06%	66
2024 Q1	$119K	Hold	1,416	–	–	0.07%	74
2023 Q4	$107K	Hold	1,416	–	–	0.09%	63
2023 Q3	$94.2K	Sell	1,416 -4	-0.3%	-$276	0.09%	58
2023 Q2	$97.6K	Buy	1,420 +4	+0.3%	+$254	0.09%	58
2023 Q1	$86.5K	Buy	1,416 +4	+0.3%	+$230	0.09%	62
2022 Q4	$75.7K	Sell	1,412 -12	-0.8%	-$660	0.1%	61
2022 Q3	$75K	Buy	1,424 +4	+0.3%	+$235	0.1%	55
2022 Q2	$78K	Hold	1,420	–	–	0.1%	59
2022 Q1	$99K	Buy	1,420 +4	+0.3%	+$273	0.13%	62
2021 Q4	$108K	Buy	+1,416	New	+$105K	0.1%	57

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

Morling Financial Advisors's IWF Position: Q1 2026 in Review

Morling Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,228 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #82.

Morling Financial Advisors first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $200K in Q2 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Morling Financial Advisors held 1,228 shares of iShares Russell 1000 Growth ETF worth $131K as of Q1 2026.
Morling Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Morling Financial Advisors's portfolio in Q1 2026, its #82 holding.
Morling Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $200K in Q2 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.