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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MSH Capital Advisors's IWF Position: Q1 2026 in Review

MSH Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 31% in Q1 2026, selling an estimated $288K and leaving 5,660 shares worth $603K. The position accounts for 0.13% of the portfolio, ranked #156.

MSH Capital Advisors first reported a position in IWF in Q1 2022 and has held it in 17 quarters since. The position peaked at $970K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • MSH Capital Advisors held 5,660 shares of iShares Russell 1000 Growth ETF worth $603K as of Q1 2026.
  • MSH Capital Advisors sold 2,540 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $288K.
  • iShares Russell 1000 Growth ETF made up 0.13% of MSH Capital Advisors's portfolio in Q1 2026, its #156 holding.
  • MSH Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • MSH Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $970K in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.