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

AlphaCore Capital’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 Q1	$5.96M	Sell	55,932 -2,428	-4%	-$276K	0.14%	129
2025 Q4	$6.91M	Sell	58,360 -5,204	-8%	-$616K	0.15%	127
2025 Q3	$7.44M	Buy	63,564 +572	+0.9%	+$63.7K	0.25%	82
2025 Q2	$6.69M	Buy	62,992 +5,984	+10%	+$572K	0.25%	81
2025 Q1	$5.15M	Buy	+57,008	New	+$5.62M	0.44%	44
2024 Q1	–	Sell	-4,832	Closed	-$366K	–	271
2023 Q4	$366K	Buy	4,832 +1,288	+36%	+$91.1K	0.05%	177
2023 Q3	$236K	Hold	3,544	–	–	0.04%	198
2023 Q2	$244K	Buy	3,544 +1,136	+47%	+$72.2K	0.04%	185
2023 Q1	$147K	Buy	+2,408	New	+$139K	0.04%	140
2022 Q3	–	Sell	-2,440	Closed	-$133K	–	156
2022 Q2	$133K	Buy	+2,440	New	+$146K	0.06%	79
2020 Q1	–	Sell	-1,840	Closed	-$81K	–	351
2019 Q4	$81K	Buy	+1,840	New	+$76.8K	0.05%	82

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital's IWF Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.2% in Q1 2026, selling an estimated $276K and leaving 55,932 shares worth $5.96M. The position accounts for 0.14% of the portfolio, ranked #129.

AlphaCore Capital first reported a position in IWF in Q4 2019 and has held it in 11 quarters since. The position peaked at $7.44M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

AlphaCore Capital held 55,932 shares of iShares Russell 1000 Growth ETF worth $5.96M as of Q1 2026.
AlphaCore Capital sold 2,428 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $276K.
iShares Russell 1000 Growth ETF made up 0.14% of AlphaCore Capital's portfolio in Q1 2026, its #129 holding.
AlphaCore Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 11 quarters since.
AlphaCore Capital's iShares Russell 1000 Growth ETF position peaked at $7.44M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.