Form 13-F position report

ISHARES RUSSELL 1000 GR ETF

Reported by MJP ASSOCIATES INC ADV

IWF CUSIP 464287614 Manager CIK 0000715113

First reported at 31,977 shares this quarter.

New
% of reported 13F value 2.88% This manager · Q2 2023
Shares 31,977 Quarter-end amount reported
Reported value $8,799,388 Fair value at quarter end
Consecutive quarters held 1 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-06-30 8799388
2023-09-30 8604179
2023-12-31 9730412
2024-03-31 13011491
2024-06-30 14130269
2024-09-30 16934277
2024-12-31 18598763
2025-03-31 15528164
2025-06-30 14115350
2025-09-30 16444979
2025-12-31 19478322
2026-03-31 18413498
2026-06-30 22291112

Quarterly position history

How this manager's reported quarter-end position changed over time.

13 quarters
Quarterly reported position history for ISHARES RUSSELL 1000 GR ETF held by MJP ASSOCIATES INC ADV.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 179,521* +6,785 (3.9%) 2.44% $22,291,112 2026-08-11
Q1 2026 Added 43,184 +2,030 (4.9%) 2.24% $18,413,498 2026-05-05
Q4 2025 Added 41,154 +6,046 (17.2%) 2.44% $19,478,322 2026-02-06
Q3 2025 Added 35,108 +1,863 (5.6%) 2.17% $16,444,979 2025-11-07
Q2 2025 Reduced 33,245 -9,759 (-22.7%) 2.09% $14,115,350 2025-08-08
Q1 2025 Reduced 43,004 -3,310 (-7.1%) 2.8% $15,528,164 2025-04-30
Q4 2024 Added 46,314 +1,202 (2.7%) 3.34% $18,598,763 2025-02-14
Q3 2024 Added 45,112 +6,347 (16.4%) 3.21% $16,934,277 2024-11-12
Q2 2024 Added 38,765 +161 (0.4%) 2.94% $14,130,269 2024-07-12
Q1 2024 Added 38,604 +6,508 (20.3%) 2.83% $13,011,491 2024-04-11
Q4 2023 Reduced 32,096 -252 (-0.8%) 2.59% $9,730,412 2024-01-18
Q3 2023 Added 32,348 +371 (1.2%) 2.5% $8,604,179 2023-10-11
Q2 2023 New 31,977 +31,977 (0.0%) 2.88% $8,799,388 2023-07-12

Who else reported the position

1831 managers reported ISHARES RUSSELL 1000 GR ETF for Q2 2023.

Managers reporting ISHARES RUSSELL 1000 GR ETF in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Reduced 33,336,224 -1,132,089 0.96% $9,173,462,068 41 qtrs
MORGAN STANLEY Reduced 20,083,438 -916,009 0.54% $5,526,561,324 41 qtrs
FMR LLC Added 12,167,653 +1,353,942 0.28% $3,348,294,767 41 qtrs
The Goldman Sachs Group Inc Reduced 9,544,007 -77,295 0.56% $2,626,319,784 41 qtrs
JPMorgan Chase & Co Added 6,709,266 +14,705 0.2% $1,846,255,786 41 qtrs
UBS Group AG Added 5,934,426 +121,987 0.55% $1,633,035,347 35 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 5,234,938 +101,439 0.64% $1,440,550,251 41 qtrs
WELLS FARGO & COMPANY MN Reduced 4,207,377 -180,732 0.32% $1,157,786,322 41 qtrs
NORTHERN TRUST CORPORATION Added 3,988,511 +115,637 0.21% $1,097,558,457 41 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 3,099,121 -135,471 0.73% $852,816,080 41 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 12, 2023
Filing type
13F-HR
Position type
RUS 1000 GRW ETF

Voting authority reported

Sole
31,977
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.