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 Q2	$38.8M	Buy	312,645 +16,309	+6%	+$1.97M	3.86%	5
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 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

B&D White Capital Company's IWF Position: Q2 2026 in Review

B&D White Capital Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.5% in Q2 2026, buying an estimated $1.97M and bringing the position to 312,645 shares worth $38.8M. The position accounts for 3.86% of the portfolio, ranked #5.

B&D White Capital Company first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

B&D White Capital Company held 312,645 shares of iShares Russell 1000 Growth ETF worth $38.8M as of Q2 2026.
B&D White Capital Company bought 16,309 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.97M.
iShares Russell 1000 Growth ETF made up 3.86% of B&D White Capital Company's portfolio in Q2 2026, its #5 holding.
B&D White Capital Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.