Muirfield Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Muirfield Wealth 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	$953K	Buy	7,677 +5	+0.1%	+$603	0.62%	38
2026 Q1	$818K	Sell	7,672 -640	-8%	-$72.6K	0.6%	42
2025 Q4	$984K	Sell	8,312 -920	-10%	-$109K	0.72%	29
2025 Q3	$1.08M	Buy	9,232 +1,308	+17%	+$146K	0.8%	29
2025 Q2	$841K	Buy	7,924 +8	+0.1%	+$765	0.67%	33
2025 Q1	$715K	Buy	7,916 +8	+0.1%	+$789	0.61%	35
2024 Q4	$794K	Buy	7,908 +8	+0.1%	+$787	0.65%	37
2024 Q3	$741K	Buy	7,900 +12	+0.2%	+$1.09K	0.63%	40
2024 Q2	$719K	Buy	7,888 +8	+0.1%	+$683	0.67%	37
2024 Q1	$664K	Buy	7,880 +1,384	+21%	+$112K	0.64%	38
2023 Q4	$492K	Buy	+6,496	New	+$459K	0.52%	41

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

Muirfield Wealth Advisors's IWF Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q2 2026, buying an estimated $603 and bringing the position to 7,677 shares worth $953K. The position accounts for 0.62% of the portfolio, ranked #38.

Muirfield Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Muirfield Wealth Advisors held 7,677 shares of iShares Russell 1000 Growth ETF worth $953K as of Q2 2026.
Muirfield Wealth Advisors bought 5 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $603.
iShares Russell 1000 Growth ETF made up 0.62% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Muirfield Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Muirfield Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.08M in Q3 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.