MWA Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MWA Asset 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	$1.74M	Sell	14,046 -550	-4%	-$66.3K	0.79%	38
2026 Q1	$1.56M	Sell	14,596 -1,048	-7%	-$119K	0.85%	38
2025 Q4	$1.85M	Sell	15,644 -728	-4%	-$86.2K	1.03%	29
2025 Q3	$1.92M	Sell	16,372 -328	-2%	-$36.5K	1.06%	27
2025 Q2	$1.77M	Sell	16,700 -928	-5%	-$88.7K	1.09%	32
2025 Q1	$1.59M	Sell	17,628 -600	-3%	-$59.2K	1.1%	29
2024 Q4	$1.83M	Sell	18,228 -976	-5%	-$96K	1.22%	24
2024 Q3	$1.8M	Sell	19,204 -600	-3%	-$54.4K	1.2%	26
2024 Q2	$1.8M	Sell	19,804 -508	-3%	-$43.4K	1.29%	26
2024 Q1	$1.71M	Buy	20,312 +204	+1%	+$16.4K	1.24%	27
2023 Q4	$1.52M	Sell	20,108 -376	-2%	-$26.6K	1.26%	27
2023 Q3	$1.36M	Buy	+20,484	New	+$1.41M	1.32%	22

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

MWA Asset Management's IWF Position: Q2 2026 in Review

MWA Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.8% in Q2 2026, selling an estimated $66.3K and leaving 14,046 shares worth $1.74M. The position accounts for 0.79% of the portfolio, ranked #38.

MWA Asset Management first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.92M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

MWA Asset Management held 14,046 shares of iShares Russell 1000 Growth ETF worth $1.74M as of Q2 2026.
MWA Asset Management sold 550 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $66.3K.
iShares Russell 1000 Growth ETF made up 0.79% of MWA Asset Management's portfolio in Q2 2026, its #38 holding.
MWA Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
MWA Asset Management's iShares Russell 1000 Growth ETF position peaked at $1.92M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.