MSH Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MSH Capital Advisors’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	$607K	Sell	4,887 -773	-14%	-$93.2K	0.11%	174
2026 Q1	$603K	Sell	5,660 -2,540	-31%	-$288K	0.13%	156
2025 Q4	$970K	Buy	8,200 +3,328	+68%	+$394K	0.21%	115
2025 Q3	$571K	Buy	4,872 +4	+0.1%	+$445	0.15%	155
2025 Q2	$517K	Buy	4,868 +4	+0.1%	+$382	0.15%	158
2025 Q1	$439K	Sell	4,864 -432	-8%	-$42.6K	0.14%	162
2024 Q4	$532K	Buy	5,296 +124	+2%	+$12.2K	0.17%	144
2024 Q3	$485K	Buy	5,172 +8	+0.2%	+$725	0.15%	150
2024 Q2	$471K	Buy	5,164 +8	+0.2%	+$683	0.16%	137
2024 Q1	$435K	Sell	5,156 -620	-11%	-$50K	0.15%	141
2023 Q4	$438K	Buy	5,776 +20	+0.3%	+$1.41K	0.16%	131
2023 Q3	$383K	Sell	5,756 -348	-6%	-$24K	0.15%	149
2023 Q2	$420K	Buy	6,104 +56	+0.9%	+$3.56K	0.15%	143
2023 Q1	$369K	Sell	6,048 -8,088	-57%	-$466K	0.16%	142
2022 Q4	$757K	Buy	14,136 +1,248	+10%	+$68.7K	0.34%	89
2022 Q3	$678K	Buy	12,888 +2,776	+27%	+$163K	0.33%	89
2022 Q2	$553K	Buy	10,112 +3,408	+51%	+$205K	0.26%	101
2022 Q1	$465K	Buy	+6,704	New	+$458K	0.19%	118

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

MSH Capital Advisors's IWF Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, selling an estimated $93.2K and leaving 4,887 shares worth $607K. The position accounts for 0.11% of the portfolio, ranked #174.

MSH Capital Advisors first reported a position in IWF in Q1 2022 and has held it in 18 quarters since. The position peaked at $970K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MSH Capital Advisors held 4,887 shares of iShares Russell 1000 Growth ETF worth $607K as of Q2 2026.
MSH Capital Advisors sold 773 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $93.2K.
iShares Russell 1000 Growth ETF made up 0.11% of MSH Capital Advisors's portfolio in Q2 2026, its #174 holding.
MSH Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
MSH Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $970K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.