MIM
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MTM Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MTM Investment Management’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 		$6.29M Buy
50,651
+427
+0.9% +$51.5K 1.79% 11
2026
Q1 		$5.35M Buy
50,224
+220
+0.4% +$25K 1.7% 12
2025
Q4 		$5.92M Buy
50,004
+272
+0.5% +$32.2K 1.89% 11
2025
Q3 		$5.82M Sell
49,732
-60
-0.1% -$6.68K 1.85% 11
2025
Q2 		$5.29M Buy
49,792
+516
+1% +$49.3K 1.78% 11
2025
Q1 		$4.48M Buy
49,276
+616
+1% +$60.8K 1.73% 12
2024
Q4 		$4.89M Buy
48,660
+260
+0.5% +$25.6K 1.88% 11
2024
Q3 		$4.53M Sell
48,400
-392
-0.8% -$35.5K 1.77% 11
2024
Q2 		$4.45M Buy
48,792
+128
+0.3% +$10.9K 1.82% 11
2024
Q1 		$4.1M Sell
48,664
-676
-1% -$54.5K 1.69% 12
2023
Q4 		$3.74M Sell
49,340
-228
-0.5% -$16.1K 1.71% 12
2023
Q3 		$3.3M Sell
49,568
-164
-0.3% -$11.3K 1.66% 13
2023
Q2 		$3.42M Buy
49,732
+792
+2% +$50.4K 1.67% 12
2023
Q1 		$2.99M Buy
48,940
+1,204
+3% +$69.4K 1.53% 16
2022
Q4 		$2.56M Buy
47,736
+36,436
+322% +$2M 1.33% 18
2022
Q3 		$594K Hold
11,300
– – 0.34% 84
2022
Q2 		$624K Buy
11,300
+280
+3% +$16.8K 0.34% 85
2022
Q1 		$765K Sell
11,020
-1,300
-11% -$88.7K 0.37% 78
2021
Q4 		$941K Hold
12,320
– – 0.45% 68
2021
Q3 		$844K Hold
12,320
– – 0.46% 67
2021
Q2 		$836K Sell
12,320
-40
-0.3% -$2.58K 0.44% 71
2021
Q1 		$751K Buy
12,360
+480
+4% +$29.2K 0.42% 72
2020
Q4 		$716K Buy
+11,880
New +$676K 0.44% 69

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MTM Investment Management's IWF Position: Q2 2026 in Review

MTM Investment Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.85% in Q2 2026, buying an estimated $51.5K and bringing the position to 50,651 shares worth $6.29M. The position accounts for 1.79% of the portfolio, ranked #11.

MTM Investment Management first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • MTM Investment Management held 50,651 shares of iShares Russell 1000 Growth ETF worth $6.29M as of Q2 2026.
  • MTM Investment Management bought 427 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $51.5K.
  • iShares Russell 1000 Growth ETF made up 1.79% of MTM Investment Management's portfolio in Q2 2026, its #11 holding.
  • MTM Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.