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

Bay 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 Q2	$11.3M	Buy	90,986 +3,794	+4%	+$457K	6.06%	4
2026 Q1	$9.29M	Buy	87,192 +4,624	+6%	+$525K	5.73%	4
2025 Q4	$9.77M	Buy	82,568 +2,508	+3%	+$297K	5.96%	4
2025 Q3	$9.38M	Buy	80,060 +2,892	+4%	+$322K	6.1%	4
2025 Q2	$8.19M	Buy	77,168 +11,300	+17%	+$1.08M	6.24%	3
2025 Q1	$5.95M	Buy	65,868 +1,168	+2%	+$115K	4.95%	3
2024 Q4	$6.5M	Buy	+64,700	New	+$6.36M	5.23%	3

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Bay Capital Advisors's IWF Position: Q2 2026 in Review

Bay Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, buying an estimated $457K and bringing the position to 90,986 shares worth $11.3M. The position accounts for 6.06% of the portfolio, ranked #4.

Bay Capital Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bay Capital Advisors held 90,986 shares of iShares Russell 1000 Growth ETF worth $11.3M as of Q2 2026.
Bay Capital Advisors bought 3,794 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $457K.
iShares Russell 1000 Growth ETF made up 6.06% of Bay Capital Advisors's portfolio in Q2 2026, its #4 holding.
Bay Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.