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William Mack & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

William Mack & Associates’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 		$281K Hold
2,260
– – 0.1% 87
2026
Q1 		$241K Hold
2,260
– – 0.14% 64
2025
Q4 		$267K Hold
2,260
– – 0.13% 67
2025
Q3 		$265K Hold
2,260
– – 0.14% 66
2025
Q2 		$240K Hold
2,260
– – 0.15% 70
2025
Q1 		$204K Hold
2,260
– – 0.17% 69
2024
Q4 		$227K Buy
+2,260
New +$222K 0.24% 59

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

William Mack & Associates's IWF Position: Q2 2026 in Review

William Mack & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,260 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #87.

William Mack & Associates first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • William Mack & Associates held 2,260 shares of iShares Russell 1000 Growth ETF worth $281K as of Q2 2026.
  • William Mack & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.1% of William Mack & Associates's portfolio in Q2 2026, its #87 holding.
  • William Mack & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.