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

American Capital Advisory’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	$57.6K	Hold	464	–	–	0.02%	203
2026 Q1	$49.5K	Hold	464	–	–	0.02%	203
2025 Q4	$54.9K	Hold	464	–	–	0.02%	194
2025 Q3	$54.3K	Hold	464	–	–	0.03%	183
2025 Q2	$49.3K	Hold	464	–	–	0.02%	184
2025 Q1	$41.9K	Buy	464 +412	+792%	+$40.6K	0.02%	193
2024 Q4	$5.22K	Hold	52	–	–	﹤0.01%	343
2024 Q3	$4.88K	Buy	+52	New	+$4.71K	﹤0.01%	352

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

American Capital Advisory's IWF Position: Q2 2026 in Review

American Capital Advisory held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 464 shares worth $57.6K. The position accounts for 0.02% of the portfolio, ranked #203.

American Capital Advisory first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

American Capital Advisory held 464 shares of iShares Russell 1000 Growth ETF worth $57.6K as of Q2 2026.
American Capital Advisory left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of American Capital Advisory's portfolio in Q2 2026, its #203 holding.
American Capital Advisory first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.