IWF — RUSSELL 1000 GROWTH COM

Ownership history in MONETARY MANAGEMENT GROUP INC  ·  57 quarters on record

AI Ownership Summary

MONETARY MANAGEMENT GROUP INC reported RUSSELL 1000 GROWTH COM (IWF) in 57 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.6% in 2024 Q4. The latest visible filing shows IWF at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONETARY MANAGEMENT GROUP INC's position in RUSSELL 1000 GROWTH COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWF was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWF stock page MONETARY MANAGEMENT GROUP INC fund profile MONETARY MANAGEMENT GROUP INC full holdings
How MONETARY MANAGEMENT GROUP INC held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,976 -910 -6.6% 1.42% $6.1M 2026-02-14 (Est.) $446.78
2025 Q3 REDUCED 13,886 -25 -0.2% 1.49% $6.5M 2025-11-12 $479.17
2025 Q2 REDUCED 13,911 -66 -0.5% 1.45% $5.9M 2025-08-14 $449.16
2025 Q1 REDUCED 13,977 -1,349 -8.8% 1.36% $5.0M 2025-05-14 $398.11
2024 Q4 ADDED 15,326 +325 +2.2% 1.60% $6.2M 2025-02-13 $413.74
2024 Q3 ADDED 15,001 +740 +5.2% 1.45% $5.6M 2024-11-13 $396.04
2024 Q2 ADDED 14,261 +370 +2.7% 1.37% $5.2M 2024-07-16 $374.69
2024 Q1 ADDED 13,891 +537 +4.0% 1.30% $4.7M 2024-05-13 $334.00
2023 Q4 REDUCED 13,354 -2,603 -16.3% 1.26% $4.0M 2024-02-14 $323.90
2023 Q3 REDUCED 15,957 -310 -1.9% 1.41% $4.2M 2023-11-09 $273.28
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%

FAQ About MONETARY MANAGEMENT GROUP INC and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has MONETARY MANAGEMENT GROUP INC reported owning IWF?

MONETARY MANAGEMENT GROUP INC reported IWF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IWF position in MONETARY MANAGEMENT GROUP INC's portfolio?

The largest reported portfolio weight for IWF was 1.60% in 2024 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when MONETARY MANAGEMENT GROUP INC reported 12,976 shares, equal to 1.42% of portfolio, with an estimated market value of $6.1M.

What does the chart on this IWF ownership page compare?

The chart compares MONETARY MANAGEMENT GROUP INC's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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