Private Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Private Management Group’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	$451K	Sell	3,632 -24	-0.7%	-$2.89K	0.01%	252
2026 Q1	$390K	Hold	3,656	–	–	0.01%	253
2025 Q4	$433K	Buy	3,656 +144	+4%	+$17.1K	0.01%	237
2025 Q3	$411K	Sell	3,512 -40	-1%	-$4.45K	0.01%	230
2025 Q2	$377K	Sell	3,552 -8	-0.2%	-$765	0.01%	223
2025 Q1	$321K	Hold	3,560	–	–	0.01%	181
2024 Q4	$357K	Hold	3,560	–	–	0.01%	175
2024 Q3	$334K	Sell	3,560 -80	-2%	-$7.25K	0.01%	179
2024 Q2	$332K	Sell	3,640 -24	-0.7%	-$2.05K	0.01%	175
2024 Q1	$309K	Sell	3,664 -892	-20%	-$71.9K	0.01%	180
2023 Q4	$345K	Buy	4,556 +400	+10%	+$28.3K	0.01%	169
2023 Q3	$276K	Buy	4,156 +276	+7%	+$19.1K	0.01%	167
2023 Q2	$267K	Hold	3,880	–	–	0.01%	170
2023 Q1	$237K	Buy	+3,880	New	+$224K	0.01%	168

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

Private Management Group's IWF Position: Q2 2026 in Review

Private Management Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.66% in Q2 2026, selling an estimated $2.89K and leaving 3,632 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #252.

Private Management Group first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Private Management Group held 3,632 shares of iShares Russell 1000 Growth ETF worth $451K as of Q2 2026.
Private Management Group sold 24 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.89K.
iShares Russell 1000 Growth ETF made up 0.01% of Private Management Group's portfolio in Q2 2026, its #252 holding.
Private Management Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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