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

Aptus 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
Q1 		$23.6M Buy
221,152
+500
+0.2% +$56.8K 0.19% 99
2025
Q4 		$26.1M Sell
220,652
-504
-0.2% -$59.7K 0.19% 108
2025
Q3 		$25.9M Buy
221,156
+5,164
+2% +$575K 0.19% 112
2025
Q2 		$22.9M Sell
215,992
-5,724
-3% -$547K 0.19% 109
2025
Q1 		$20M Sell
221,716
-9,816
-4% -$968K 0.21% 103
2024
Q4 		$23.2M Buy
231,532
+4,972
+2% +$489K 0.24% 91
2024
Q3 		$21.3M Buy
226,560
+193,588
+587% +$17.6M 0.32% 75
2024
Q2 		$3M Sell
32,972
-3,536
-10% -$302K 0.05% 249
2024
Q1 		$3.08M Buy
36,508
+25,048
+219% +$2.02M 0.06% 239
2023
Q4 		$869K Buy
11,460
+7,024
+158% +$497K 0.02% 309
2023
Q3 		$295K Sell
4,436
-80
-2% -$5.52K 0.01% 478
2023
Q2 		$311K Sell
4,516
-740
-14% -$47.1K 0.01% 403
2023
Q1 		$321K Sell
5,256
-1,260
-19% -$72.6K 0.01% 383
2022
Q4 		$349K Buy
6,516
+2,556
+65% +$141K 0.01% 390
2022
Q3 		$208K Buy
3,960
+1,724
+77% +$101K 0.01% 433
2022
Q2 		$122K Hold
2,236
– – ﹤0.01% 406
2022
Q1 		$155K Sell
2,236
-216
-9% -$14.7K ﹤0.01% 440
2021
Q4 		$187K Hold
2,452
– – 0.01% 363
2021
Q3 		$168K Sell
2,452
-36
-1% -$2.55K ﹤0.01% 357
2021
Q2 		$169K Buy
2,488
+372
+18% +$24K ﹤0.01% 366
2021
Q1 		$129K Buy
2,116
+460
+28% +$28K ﹤0.01% 357
2020
Q4 		$99K Sell
1,656
-672
-29% -$38.2K ﹤0.01% 336
2020
Q3 		$126K Sell
2,328
-4,652
-67% -$245K 0.01% 316
2020
Q2 		$334K Sell
6,980
-1,048
-13% -$46.2K 0.02% 226
2020
Q1 		$302K Sell
8,028
-120
-1% -$5.17K 0.03% 228
2019
Q4 		$358K Sell
8,148
-2,944
-27% -$123K 0.03% 293
2019
Q3 		$442K Sell
11,092
-992
-8% -$39.8K 0.02% 277
2019
Q2 		$475K Hold
12,084
– – 0.07% 247
2019
Q1 		$457K Buy
+12,084
New +$434K 0.08% 207

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aptus Capital Advisors's IWF Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.23% in Q1 2026, buying an estimated $56.8K and bringing the position to 221,152 shares worth $23.6M. The position accounts for 0.19% of the portfolio, ranked #99.

Aptus Capital Advisors first reported a position in IWF in Q1 2019 and has held it in 29 quarters since. The position peaked at $26.1M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Aptus Capital Advisors held 221,152 shares of iShares Russell 1000 Growth ETF worth $23.6M as of Q1 2026.
  • Aptus Capital Advisors bought 500 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $56.8K.
  • iShares Russell 1000 Growth ETF made up 0.19% of Aptus Capital Advisors's portfolio in Q1 2026, its #99 holding.
  • Aptus Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $26.1M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.