Morton Brown Family Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Morton Brown Family Wealth’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	$293K	Sell	2,358 -354	-13%	-$42.7K	0.07%	58
2026 Q1	$289K	Hold	2,712	–	–	0.08%	48
2025 Q4	$321K	Sell	2,712 -168	-6%	-$19.9K	0.09%	46
2025 Q3	$337K	Buy	2,880 +32	+1%	+$3.56K	0.1%	43
2025 Q2	$302K	Hold	2,848	–	–	0.09%	44
2025 Q1	$257K	Hold	2,848	–	–	0.09%	47
2024 Q4	$286K	Hold	2,848	–	–	0.1%	47
2024 Q3	$267K	Buy	2,848 +12	+0.4%	+$1.09K	0.09%	45
2024 Q2	$258K	Hold	2,836	–	–	0.1%	46
2024 Q1	$239K	Hold	2,836	–	–	0.1%	48
2023 Q4	$215K	Buy	2,836 +136	+5%	+$9.62K	0.09%	48
2023 Q3	$179K	Hold	2,700	–	–	0.09%	45
2023 Q2	$186K	Hold	2,700	–	–	0.1%	45
2023 Q1	$165K	Hold	2,700	–	–	0.1%	51
2022 Q4	$145K	Hold	2,700	–	–	0.1%	54
2022 Q3	$142K	Buy	2,700 +4	+0.1%	+$235	0.11%	42
2022 Q2	$148K	Sell	2,696 -4	-0.1%	-$240	0.11%	43
2022 Q1	$187K	Sell	2,700 -76	-3%	-$5.19K	0.14%	40
2021 Q4	$212K	Buy	+2,776	New	+$206K	0.16%	38

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

Morton Brown Family Wealth's IWF Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $42.7K and leaving 2,358 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #58.

Morton Brown Family Wealth first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $337K in Q3 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Morton Brown Family Wealth held 2,358 shares of iShares Russell 1000 Growth ETF worth $293K as of Q2 2026.
Morton Brown Family Wealth sold 354 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $42.7K.
iShares Russell 1000 Growth ETF made up 0.07% of Morton Brown Family Wealth's portfolio in Q2 2026, its #58 holding.
Morton Brown Family Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's iShares Russell 1000 Growth ETF position peaked at $337K in Q3 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.