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Affinity Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Affinity Capital Advisors’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 		$5.65M Hold
45,932
– – 0.7% 22
2026
Q1 		$4.9M Sell
45,932
-2,400
-5% -$272K 0.69% 23
2025
Q4 		$5.72M Hold
48,332
– – 0.79% 23
2025
Q3 		$5.7M Hold
48,332
– – 0.88% 22
2025
Q2 		$5.13M Hold
48,332
– – 0.88% 25
2025
Q1 		$4.23M Sell
48,332
-116
-0.2% -$11.4K 0.84% 23
2024
Q4 		$4.89M Sell
48,448
-1,104
-2% -$109K 0.92% 23
2024
Q3 		$4.65M Sell
49,552
-220
-0.4% -$19.9K 0.9% 24
2024
Q2 		$4.54M Hold
49,772
– – 0.95% 24
2024
Q1 		$4.19M Hold
49,772
– – 0.93% 25
2023
Q4 		$3.77M Sell
49,772
-564
-1% -$39.9K 0.92% 27
2023
Q3 		$3.35M Sell
50,336
-556
-1% -$38.4K 0.92% 25
2023
Q2 		$3.5M Sell
50,892
-1,224
-2% -$77.8K 0.95% 21
2023
Q1 		$3.18M Sell
52,116
-340
-0.6% -$19.6K 0.99% 23
2022
Q4 		$2.81M Sell
52,456
-240
-0.5% -$13.2K 0.96% 22
2022
Q3 		$2.77M Buy
52,696
+68
+0.1% +$4K 0.97% 21
2022
Q2 		$2.88M Sell
52,628
-60
-0.1% -$3.6K 0.98% 21
2022
Q1 		$3.66M Sell
52,688
-292
-0.6% -$19.9K 1.14% 17
2021
Q4 		$4.05M Sell
52,980
-1,284
-2% -$95.2K 1.22% 16
2021
Q3 		$3.72M Sell
54,264
-4,552
-8% -$322K 1.25% 16
2021
Q2 		$3.99M Sell
58,816
-1,696
-3% -$109K 1.35% 16
2021
Q1 		$3.68M Sell
60,512
-12,072
-17% -$735K 1.35% 16
2020
Q4 		$4.38M Sell
72,584
-18,412
-20% -$1.05M 1.78% 11
2020
Q3 		$4.93M Sell
90,996
-15,036
-14% -$792K 2.79% 10
2020
Q2 		$5.09M Sell
106,032
-3,304
-3% -$146K 3.33% 9
2020
Q1 		$4.63M Sell
109,336
-2,236
-2% -$96.4K 3.39% 9
2019
Q4 		$4.91M Buy
+111,572
New +$4.66M 3.23% 10

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

Affinity Capital Advisors's IWF Position: Q2 2026 in Review

Affinity Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 45,932 shares worth $5.65M. The position accounts for 0.7% of the portfolio, ranked #22.

Affinity Capital Advisors first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.72M in Q4 2025. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Affinity Capital Advisors held 45,932 shares of iShares Russell 1000 Growth ETF worth $5.65M as of Q2 2026.
  • Affinity Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.7% of Affinity Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • Affinity Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Affinity Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $5.72M in Q4 2025.
  • 2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.