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B&D White Capital Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

B&D White Capital Company’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 		$31.6M Sell
296,336
-3,736
-1% -$424K 3.91% 7
2025
Q4 		$35.5M Sell
300,072
-128
-0% -$15.2K 4.11% 5
2025
Q3 		$35.2M Buy
300,200
+22,356
+8% +$2.49M 4.5% 5
2025
Q2 		$29.5M Buy
+277,844
New +$26.6M 4.49% 5

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

B&D White Capital Company's IWF Position: Q1 2026 in Review

B&D White Capital Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q1 2026, selling an estimated $424K and leaving 296,336 shares worth $31.6M. The position accounts for 3.91% of the portfolio, ranked #7.

B&D White Capital Company first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. The position peaked at $35.5M in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • B&D White Capital Company held 296,336 shares of iShares Russell 1000 Growth ETF worth $31.6M as of Q1 2026.
  • B&D White Capital Company sold 3,736 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $424K.
  • iShares Russell 1000 Growth ETF made up 3.91% of B&D White Capital Company's portfolio in Q1 2026, its #7 holding.
  • B&D White Capital Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • B&D White Capital Company's iShares Russell 1000 Growth ETF position peaked at $35.5M in Q4 2025.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.