MV Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MV Capital 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	$74M	Sell	596,097 -19,099	-3%	-$2.3M	6.56%	2
2026 Q1	$65.6M	Sell	615,196 -54,096	-8%	-$6.14M	6.43%	2
2025 Q4	$79.2M	Sell	669,292 -11,572	-2%	-$1.37M	7.61%	1
2025 Q3	$79.7M	Sell	680,864 -19,104	-3%	-$2.13M	7.65%	1
2025 Q2	$74.3M	Sell	699,968 -34,676	-5%	-$3.32M	7.64%	1
2025 Q1	$66.3M	Sell	734,644 -54,808	-7%	-$5.41M	7.12%	2
2024 Q4	$79.3M	Sell	789,452 -39,012	-5%	-$3.84M	8.47%	2
2024 Q3	$77.7M	Sell	828,464 -28,036	-3%	-$2.54M	8.25%	2
2024 Q2	$78.1M	Sell	856,500 -33,788	-4%	-$2.88M	8.78%	1
2024 Q1	$75M	Sell	890,288 -31,700	-3%	-$2.55M	8.58%	1
2023 Q4	$69.9M	Buy	921,988 +6,000	+0.7%	+$424K	8.85%	1
2023 Q3	$60.9M	Buy	915,988 +29,976	+3%	+$2.07M	8.13%	1
2023 Q2	$61M	Buy	886,012 +30,332	+4%	+$1.93M	8.09%	2
2023 Q1	$52.3M	Buy	855,680 +21,612	+3%	+$1.25M	7.34%	3
2022 Q4	$44.7M	Buy	834,068 +43,860	+6%	+$2.41M	6.9%	3
2022 Q3	$41.6M	Buy	790,208 +48,052	+6%	+$2.83M	7.16%	3
2022 Q2	$40.6M	Buy	742,156 +27,444	+4%	+$1.65M	6.9%	2
2022 Q1	$49.6M	Sell	714,712 -3,508	-0.5%	-$239K	7.47%	2
2021 Q4	$54.9M	Sell	718,220 -420	-0.1%	-$31.1K	7.98%	1
2021 Q3	$49.2M	Buy	718,640 +6,236	+0.9%	+$441K	8.14%	1
2021 Q2	$48.4M	Buy	712,404 +5,208	+0.7%	+$336K	8.21%	1
2021 Q1	$43M	Buy	707,196 +118,852	+20%	+$7.23M	7.85%	1
2020 Q4	$35.5M	Buy	588,344 +6,004	+1%	+$342K	6.72%	4
2020 Q3	$31.6M	Buy	582,340 +2,756	+0.5%	+$145K	6.56%	4
2020 Q2	$27.8M	Sell	579,584 -20,408	-3%	-$899K	6.55%	4
2020 Q1	$22.6M	Sell	599,992 -1,208	-0.2%	-$52.1K	5.88%	5
2019 Q4	$26.4M	Sell	601,200 -4,028	-0.7%	-$168K	5.71%	4
2019 Q3	$24.2M	Sell	605,228 -3,072	-0.5%	-$123K	5.49%	4
2019 Q2	$23.9M	Sell	608,300 -108	-0%	-$4.18K	5.53%	4
2019 Q1	$23M	Sell	608,408 -93,832	-13%	-$3.37M	5.54%	4
2018 Q4	$23M	Sell	702,240 -3,300	-0.5%	-$116K	6.43%	4
2018 Q3	$27.5M	Sell	705,540 -8,104	-1%	-$307K	6.84%	3
2018 Q2	$25.7M	Sell	713,644 -39,656	-5%	-$1.4M	6.66%	3
2018 Q1	$25.6M	Sell	753,300 -123,112	-14%	-$4.32M	6.78%	3
2017 Q4	$29.5M	Sell	876,412 -12,676	-1%	-$415K	8.03%	3
2017 Q3	$27.8M	Sell	889,088 -7,128	-0.8%	-$218K	7.8%	3
2017 Q2	$26.7M	Sell	896,216 -15,964	-2%	-$469K	7.88%	3
2017 Q1	$26M	Sell	912,180 -30,720	-3%	-$852K	8.17%	3
2016 Q4	$24.7M	Sell	942,900 -16,808	-2%	-$436K	8.89%	3
2016 Q3	$25M	Sell	959,708 -42,448	-4%	-$1.1M	9.08%	2
2016 Q2	$25.1M	Sell	1,002,156 -5,704	-0.6%	-$142K	9.12%	3
2016 Q1	$25.1M	Sell	1,007,860 -13,096	-1%	-$309K	10.18%	3
2015 Q4	$25.4M	Sell	1,020,956 -5,248	-0.5%	-$131K	10.01%	2
2015 Q3	$23.9M	Buy	1,026,204 +2,908	+0.3%	+$71.6K	10.86%	2
2015 Q2	$25.3M	Buy	1,023,296 +13,368	+1%	+$336K	10.29%	2
2015 Q1	$25M	Sell	1,009,928 -3,264	-0.3%	-$79.7K	10.45%	2
2014 Q4	$24.2M	Buy	+1,013,192	New	+$23.7M	11%	2

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

MV Capital Management's IWF Position: Q2 2026 in Review

MV Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q2 2026, selling an estimated $2.3M and leaving 596,097 shares worth $74M. The position accounts for 6.56% of the portfolio, ranked #2.

MV Capital Management first reported a position in IWF in Q4 2014 and has held it in 47 quarters since. The position peaked at $79.7M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MV Capital Management held 596,097 shares of iShares Russell 1000 Growth ETF worth $74M as of Q2 2026.
MV Capital Management sold 19,099 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.3M.
iShares Russell 1000 Growth ETF made up 6.56% of MV Capital Management's portfolio in Q2 2026, its #2 holding.
MV Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 47 quarters since.
MV Capital Management's iShares Russell 1000 Growth ETF position peaked at $79.7M in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.