Mount Yale Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.9M | Buy |
130,804
+113,848
| +671% | +$12.9M | 0.32% | 65 |
|
|
2025
Q4 | $2.01M | Buy |
16,956
+916
| +6% | +$109K | 0.1% | 192 |
|
|
2025
Q3 | $1.88M | Sell |
16,040
-5,768
| -26% | -$642K | 0.13% | 169 |
|
|
2025
Q2 | $2.31M | Buy |
21,808
+3,080
| +16% | +$295K | 0.18% | 115 |
|
|
2025
Q1 | $1.69M | Sell |
18,728
-2,036
| -10% | -$201K | 0.14% | 132 |
|
|
2024
Q4 | $2.08M | Buy |
20,764
+2,476
| +14% | +$244K | 0.17% | 118 |
|
|
2024
Q3 | $1.72M | Sell |
18,288
-40
| -0.2% | -$3.63K | 0.16% | 135 |
|
|
2024
Q2 | $1.67M | Sell |
18,328
-3,632
| -17% | -$310K | 0.13% | 148 |
|
|
2024
Q1 | $1.85M | Sell |
21,960
-4,168
| -16% | -$336K | 0.14% | 142 |
|
|
2023
Q4 | $1.98M | Buy |
26,128
+8,316
| +47% | +$588K | 0.19% | 124 |
|
|
2023
Q3 | $1.18M | Sell |
17,812
-148
| -0.8% | -$10.2K | 0.13% | 164 |
|
|
2023
Q2 | $1.24M | Buy |
17,960
+1,216
| +7% | +$77.3K | 0.13% | 161 |
|
|
2023
Q1 | $1.02M | Sell |
16,744
-118,164
| -88% | -$6.81M | 0.11% | 177 |
|
|
2022
Q4 | $7.23M | Buy |
134,908
+116,820
| +646% | +$6.43M | 0.82% | 17 |
|
|
2022
Q3 | $952K | Buy |
18,088
+508
| +3% | +$29.9K | 0.13% | 169 |
|
|
2022
Q2 | $961K | Hold |
17,580
| – | – | 0.12% | 176 |
|
|
2022
Q1 | $1.22M | Buy |
17,580
+772
| +5% | +$52.7K | 0.13% | 170 |
|
|
2021
Q4 | $1.28M | Buy |
16,808
+232
| +1% | +$17.2K | 0.13% | 167 |
|
|
2021
Q3 | $1.14M | Sell |
16,576
-1,520
| -8% | -$108K | 0.13% | 175 |
|
|
2021
Q2 | $1.23M | Sell |
18,096
-312
| -2% | -$20.1K | 0.15% | 146 |
|
|
2021
Q1 | $1.12M | Hold |
18,408
| – | – | 0.15% | 145 |
|
|
2020
Q4 | $1.11M | Sell |
18,408
-1,148
| -6% | -$65.3K | 0.16% | 149 |
|
|
2020
Q3 | $1.06M | Hold |
19,556
| – | – | 0.15% | 144 |
|
|
2020
Q2 | $938K | Sell |
19,556
-3,072
| -14% | -$135K | 0.17% | 135 |
|
|
2020
Q1 | $852K | Hold |
22,628
| – | – | 0.19% | 122 |
|
|
2019
Q4 | $1.02M | Sell |
22,628
-2,004
| -8% | -$83.7K | 0.18% | 118 |
|
|
2019
Q3 | $1.03M | Sell |
24,632
-8,180
| -25% | -$328K | 0.18% | 115 |
|
|
2019
Q2 | $1.28M | Buy |
32,812
+1,008
| +3% | +$39K | 0.24% | 98 |
|
|
2019
Q1 | $1.2M | Hold |
31,804
| – | – | 0.23% | 103 |
|
|
2018
Q4 | $1.14M | Buy |
31,804
+1,468
| +5% | +$51.8K | 0.23% | 103 |
|
|
2018
Q3 | $1.12M | Sell |
30,336
-6,028
| -17% | -$228K | 0.2% | 106 |
|
|
2018
Q2 | $1.31M | Sell |
36,364
-1,168
| -3% | -$41.2K | 0.25% | 95 |
|
|
2018
Q1 | $1.28M | Buy |
+37,532
| New | +$1.32M | 0.27% | 90 |
|
Other funds holding IWF
Mount Yale Investment Advisors's IWF Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 671% in Q1 2026, buying an estimated $12.9M and bringing the position to 130,804 shares worth $13.9M. The position accounts for 0.32% of the portfolio, ranked #65.
Mount Yale Investment Advisors first reported a position in IWF in Q1 2018 and has held it in 33 quarters since. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- Mount Yale Investment Advisors held 130,804 shares of iShares Russell 1000 Growth ETF worth $13.9M as of Q1 2026.
- Mount Yale Investment Advisors bought 113,848 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $12.9M.
- iShares Russell 1000 Growth ETF made up 0.32% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #65 holding.
- Mount Yale Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
- 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.