MPWM Advisory Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MPWM Advisory Solutions’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	$85.9K	Buy	692 +80	+13%	+$9.64K	0.04%	162
2026 Q1	$65.2K	Buy	612 +92	+18%	+$10.4K	0.03%	173
2025 Q4	$61.5K	Hold	520	–	–	0.03%	158
2025 Q3	$60.9K	Buy	520 +80	+18%	+$8.91K	0.04%	146
2025 Q2	$46.7K	Buy	440 +316	+255%	+$30.2K	0.03%	166
2025 Q1	$11.2K	Sell	124 -2,500	-95%	-$247K	0.01%	299
2024 Q4	$264K	Buy	+2,624	New	+$258K	0.19%	63

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

MPWM Advisory Solutions's IWF Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, buying an estimated $9.64K and bringing the position to 692 shares worth $85.9K. The position accounts for 0.04% of the portfolio, ranked #162.

MPWM Advisory Solutions first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MPWM Advisory Solutions held 692 shares of iShares Russell 1000 Growth ETF worth $85.9K as of Q2 2026.
MPWM Advisory Solutions bought 80 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.64K.
iShares Russell 1000 Growth ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #162 holding.
MPWM Advisory Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares Russell 1000 Growth ETF position peaked at $264K in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.