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

Aspen Grove 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 Q2	$1.75M	Hold	14,100	–	–	0.25%	49
2026 Q1	$1.5M	Sell	14,100 -1,608	-10%	-$183K	0.29%	51
2025 Q4	$1.86M	Buy	15,708 +2,208	+16%	+$262K	0.32%	45
2025 Q3	$1.58M	Buy	13,500 +3,900	+41%	+$434K	0.27%	53
2025 Q2	$1.02M	Sell	9,600 -3,832	-29%	-$366K	0.17%	71
2025 Q1	$1.21M	Buy	13,432 +1,600	+14%	+$158K	0.23%	64
2024 Q4	$1.19M	Hold	11,832	–	–	0.25%	58
2024 Q3	$1.11M	Buy	11,832 +4	+0%	+$363	0.25%	60
2024 Q2	$1.08M	Sell	11,828 -400	-3%	-$34.2K	0.25%	63
2024 Q1	$1.03M	Sell	12,228 -4	-0%	-$322	0.29%	61
2023 Q4	$927K	Sell	12,232 -2,664	-18%	-$188K	0.28%	61
2023 Q3	$992K	Hold	14,896	–	–	0.37%	49
2023 Q2	$1.02M	Buy	+14,896	New	+$947K	0.33%	67

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

Aspen Grove Capital's IWF Position: Q2 2026 in Review

Aspen Grove Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 14,100 shares worth $1.75M. The position accounts for 0.25% of the portfolio, ranked #49.

Aspen Grove Capital first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Aspen Grove Capital held 14,100 shares of iShares Russell 1000 Growth ETF worth $1.75M as of Q2 2026.
Aspen Grove Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.25% of Aspen Grove Capital's portfolio in Q2 2026, its #49 holding.
Aspen Grove Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Aspen Grove Capital's iShares Russell 1000 Growth ETF position peaked at $1.86M in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.