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

Morton 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	$2.37M	Buy	19,078 +134	+0.7%	+$16.2K	0.32%	28
2026 Q1	$2.02M	Hold	18,944	–	–	0.3%	28
2025 Q4	$2.24M	Hold	18,944	–	–	0.34%	25
2025 Q3	$2.22M	Buy	18,944 +3,624	+24%	+$404K	0.36%	25
2025 Q2	$1.63M	Hold	15,320	–	–	0.29%	34
2025 Q1	$1.38M	Hold	15,320	–	–	0.27%	35
2024 Q4	$1.54M	Sell	15,320 -160	-1%	-$15.7K	0.29%	33
2024 Q3	$1.45M	Buy	15,480 +3,628	+31%	+$329K	0.29%	32
2024 Q2	$1.08M	Hold	11,852	–	–	0.26%	35
2024 Q1	$999K	Sell	11,852 -916	-7%	-$73.8K	0.27%	37
2023 Q4	$968K	Buy	12,768 +264	+2%	+$18.7K	0.29%	34
2023 Q3	$831K	Buy	12,504 +136	+1%	+$9.39K	0.29%	35
2023 Q2	$851K	Sell	12,368 -2,212	-15%	-$141K	0.29%	36
2023 Q1	$890K	Sell	14,580 -7,560	-34%	-$436K	0.32%	33
2022 Q4	$1.19M	Buy	22,140 +3,916	+21%	+$215K	0.46%	25
2022 Q3	$959K	Hold	18,224	–	–	0.44%	22
2022 Q2	$996K	Sell	18,224 -6,720	-27%	-$403K	0.43%	24
2022 Q1	$1.73M	Buy	24,944 +64	+0.3%	+$4.37K	0.71%	12
2021 Q4	$1.9M	Buy	+24,880	New	+$1.84M	0.77%	11

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Morton Capital Management's IWF Position: Q2 2026 in Review

Morton Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.71% in Q2 2026, buying an estimated $16.2K and bringing the position to 19,078 shares worth $2.37M. The position accounts for 0.32% of the portfolio, ranked #28.

Morton Capital Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 812 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Morton Capital Management held 19,078 shares of iShares Russell 1000 Growth ETF worth $2.37M as of Q2 2026.
Morton Capital Management bought 134 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $16.2K.
iShares Russell 1000 Growth ETF made up 0.32% of Morton Capital Management's portfolio in Q2 2026, its #28 holding.
Morton Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.