Mosley Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mosley Wealth 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	$165K	Sell	1,330 -3,782	-74%	-$456K	0.05%	165
2026 Q1	$599K	Buy	5,112 +4	+0.1%	+$454	0.27%	77
2025 Q4	$607K	Buy	+5,108	New	+$605K	0.28%	81
2024 Q4	$530K	Sell	5,176 -128	-2%	-$12.6K	0.33%	73
2024 Q3	$509K	Sell	5,304 -12	-0.2%	-$1.09K	0.35%	66
2024 Q2	$484K	Buy	5,316 +252	+5%	+$21.5K	0.41%	52
2024 Q1	$427K	Buy	5,064 +88	+2%	+$7.09K	0.4%	60
2023 Q4	$377K	Buy	+4,976	New	+$352K	0.37%	62

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mosley Wealth Management's IWF Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 74% in Q2 2026, selling an estimated $456K and leaving 1,330 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #165.

Mosley Wealth Management first reported a position in IWF in Q4 2023 and has held it in 8 quarters since. The position peaked at $607K in Q4 2025. 1,730 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Mosley Wealth Management held 1,330 shares of iShares Russell 1000 Growth ETF worth $165K as of Q2 2026.
Mosley Wealth Management sold 3,782 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $456K.
iShares Russell 1000 Growth ETF made up 0.05% of Mosley Wealth Management's portfolio in Q2 2026, its #165 holding.
Mosley Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares Russell 1000 Growth ETF position peaked at $607K in Q4 2025.
1,730 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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