Morse Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Morse Asset 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	$298K	Hold	2,800	–	–	0.06%	143
2025 Q4	$331K	Hold	2,800	–	–	0.07%	139
2025 Q3	$328K	Hold	2,800	–	–	0.07%	131
2025 Q2	$297K	Hold	2,800	–	–	0.07%	138
2025 Q1	$253K	Hold	2,800	–	–	0.06%	130
2024 Q4	$281K	Hold	2,800	–	–	0.06%	139
2024 Q3	$263K	Hold	2,800	–	–	0.06%	162
2024 Q2	$255K	Buy	+2,800	New	+$239K	0.06%	137

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

Morse Asset Management's IWF Position: Q1 2026 in Review

Morse Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,800 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #143.

Morse Asset Management first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $331K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Morse Asset Management held 2,800 shares of iShares Russell 1000 Growth ETF worth $298K as of Q1 2026.
Morse Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Morse Asset Management's portfolio in Q1 2026, its #143 holding.
Morse Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Morse Asset Management's iShares Russell 1000 Growth ETF position peaked at $331K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.