Alcosta Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Alcosta Capital Management’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	–	Sell	-1,636	Closed	-$174K	–	23
2026 Q1	$174K	Hold	1,636	–	–	0.13%	23
2025 Q4	$194K	Hold	1,636	–	–	0.12%	25
2025 Q3	$192K	Hold	1,636	–	–	0.1%	25
2025 Q2	$174K	Hold	1,636	–	–	0.1%	26
2025 Q1	$148K	Sell	1,636 -20	-1%	-$1.97K	0.1%	26
2024 Q4	$166K	Buy	+1,656	New	+$163K	0.1%	26
2024 Q3	–	Sell	-852	Closed	-$77.6K	–	28
2024 Q2	$77.6K	Hold	852	–	–	0.05%	28
2024 Q1	$71.8K	Hold	852	–	–	0.05%	28
2023 Q4	$64.6K	Hold	852	–	–	0.05%	30
2023 Q3	$56.7K	Hold	852	–	–	0.05%	31
2023 Q2	$58.6K	Hold	852	–	–	0.05%	32
2023 Q1	$52K	Hold	852	–	–	0.05%	30
2022 Q4	$45.6K	Sell	852 -5,492	-87%	-$302K	0.05%	30
2022 Q3	$334K	Buy	6,344 +5,492	+645%	+$323K	0.33%	29
2022 Q2	$47K	Hold	852	–	–	0.04%	27
2022 Q1	$59K	Hold	852	–	–	0.04%	28
2021 Q4	$65K	Hold	852	–	–	0.04%	28
2021 Q3	$58K	Sell	852 -3,176	-79%	-$225K	0.04%	29
2021 Q2	$273K	Sell	4,028 -57,512	-93%	-$3.71M	0.17%	29
2021 Q1	$3.74M	Buy	61,540 +24,540	+66%	+$1.49M	2.72%	21
2020 Q4	$2.23M	Buy	+37,000	New	+$2.11M	1.65%	28

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

Alcosta Capital Management's IWF Position: Q2 2026 in Review

Alcosta Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 1,636 shares — an estimated $174K sold.

Alcosta Capital Management first reported a position in IWF in Q4 2020 and held it in 21 quarters. The position peaked at $3.74M in Q1 2021. 2,493 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Alcosta Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Alcosta Capital Management sold 1,636 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $174K.
Alcosta Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 21 quarters.
Alcosta Capital Management's iShares Russell 1000 Growth ETF position peaked at $3.74M in Q1 2021.
2,493 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Alcosta Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.