MOTCO’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MOTCO’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	$792K	Sell	7,432 -1,284	-15%	-$146K	0.07%	128
2025 Q4	$1.03M	Buy	8,716 +860	+11%	+$102K	0.09%	128
2025 Q3	$920K	Buy	7,856 +2,632	+50%	+$293K	0.08%	129
2025 Q2	$575K	Buy	5,224 +16	+0.3%	+$1.53K	0.06%	137
2025 Q1	$470K	Sell	5,208 -1,088	-17%	-$107K	0.05%	138
2024 Q4	$632K	Hold	6,296	–	–	0.06%	132
2024 Q3	$591K	Sell	6,296 -408	-6%	-$37K	0.06%	143
2024 Q2	$611K	Sell	6,704 -760	-10%	-$64.9K	0.04%	190
2024 Q1	$629K	Sell	7,464 -132	-2%	-$10.6K	0.04%	190
2023 Q4	$576K	Hold	7,596	–	–	0.04%	186
2023 Q3	$505K	Sell	7,596 -144	-2%	-$9.94K	0.03%	177
2023 Q2	$532K	Buy	7,740 +136	+2%	+$8.65K	0.03%	176
2023 Q1	$464K	Sell	7,604 -184	-2%	-$10.6K	0.03%	180
2022 Q4	$417K	Hold	7,788	–	–	0.03%	180
2022 Q3	$410K	Hold	7,788	–	–	0.03%	180
2022 Q2	$426K	Hold	7,788	–	–	0.03%	173
2022 Q1	$541K	Hold	7,788	–	–	0.04%	172
2021 Q4	$595K	Buy	7,788 +1,376	+21%	+$102K	0.04%	167
2021 Q3	$439K	Sell	6,412 -480	-7%	-$34K	0.03%	180
2021 Q2	$468K	Sell	6,892 -120	-2%	-$7.74K	0.03%	172
2021 Q1	$426K	Sell	7,012 -412	-6%	-$25.1K	0.03%	167
2020 Q4	$448K	Buy	7,424 +1,876	+34%	+$107K	0.03%	165
2020 Q3	$301K	Sell	5,548 -180	-3%	-$9.48K	0.02%	193
2020 Q2	$275K	Sell	5,728 -160	-3%	-$7.05K	0.02%	180
2020 Q1	$222K	Sell	5,888 -432	-7%	-$18.6K	0.02%	191
2019 Q4	$278K	Buy	6,320 +1,852	+41%	+$77.3K	0.02%	186
2019 Q3	$178K	Buy	4,468 +80	+2%	+$3.21K	0.02%	227
2019 Q2	$173K	Hold	4,388	–	–	0.02%	243
2019 Q1	$166K	Buy	4,388 +764	+21%	+$27.5K	0.02%	229
2018 Q4	$119K	Buy	3,624 +236	+7%	+$8.32K	0.01%	244
2018 Q3	$132K	Hold	3,388	–	–	0.01%	246
2018 Q2	$122K	Sell	3,388 -40	-1%	-$1.41K	0.01%	240
2018 Q1	$117K	Hold	3,428	–	–	0.01%	243
2017 Q4	$115K	Hold	3,428	–	–	0.01%	229
2017 Q3	$107K	Buy	3,428 +1,588	+86%	+$48.6K	0.01%	239
2017 Q2	$55K	Hold	1,840	–	–	0.01%	308
2017 Q1	$52K	Buy	+1,840	New	+$51K	0.01%	306
2014 Q2	–	Sell	-6,120	Closed	-$132K	–	586
2014 Q1	$132K	Hold	6,120	–	–	0.02%	220
2013 Q4	$132K	Hold	6,120	–	–	0.02%	217
2013 Q3	$120K	Hold	6,120	–	–	0.01%	222
2013 Q2	$111K	Buy	+6,120	New	+$112K	0.01%	231

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

MOTCO's IWF Position: Q1 2026 in Review

MOTCO reduced its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q1 2026, selling an estimated $146K and leaving 7,432 shares worth $792K. The position accounts for 0.07% of the portfolio, ranked #128.

MOTCO first reported a position in IWF in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.03M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

MOTCO held 7,432 shares of iShares Russell 1000 Growth ETF worth $792K as of Q1 2026.
MOTCO sold 1,284 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $146K.
iShares Russell 1000 Growth ETF made up 0.07% of MOTCO's portfolio in Q1 2026, its #128 holding.
MOTCO first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 41 quarters since.
MOTCO's iShares Russell 1000 Growth ETF position peaked at $1.03M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.