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

Belmont 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
2025 Q2	$113K	Hold	1,064	–	–	0.02%	140
2025 Q1	$96K	Hold	1,064	–	–	0.02%	139
2024 Q4	$107K	Hold	1,064	–	–	0.02%	98
2024 Q3	$99.9K	Hold	1,064	–	–	0.02%	136
2024 Q2	$97K	Hold	1,064	–	–	0.02%	148
2024 Q1	$89.7K	Hold	1,064	–	–	0.02%	113
2023 Q4	$80.6K	Hold	1,064	–	–	0.03%	99
2023 Q3	$70.8K	Hold	1,064	–	–	0.04%	98
2023 Q2	$73.2K	Hold	1,064	–	–	0.04%	61
2023 Q1	$65K	Hold	1,064	–	–	0.05%	44
2022 Q4	$57K	Hold	1,064	–	–	0.06%	44
2022 Q3	$56K	Hold	1,064	–	–	0.07%	36
2022 Q2	$58K	Hold	1,064	–	–	0.07%	28
2022 Q1	$74K	Hold	1,064	–	–	0.07%	27
2021 Q4	$81K	Hold	1,064	–	–	0.06%	23
2021 Q3	$73K	Hold	1,064	–	–	0.06%	27
2021 Q2	$72K	Hold	1,064	–	–	0.07%	24
2021 Q1	$65K	Hold	1,064	–	–	0.08%	18
2020 Q4	$64K	Hold	1,064	–	–	0.03%	20
2020 Q3	$58K	Hold	1,064	–	–	0.02%	19
2020 Q2	$51K	Hold	1,064	–	–	0.03%	20
2020 Q1	$40K	Hold	1,064	–	–	0.03%	20
2019 Q4	$47K	Buy	+1,064	New	+$44.4K	0.04%	20

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belmont Capital's IWF Position: Q2 2025 in Review

Belmont Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2025 at 1,064 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #140.

Belmont Capital first reported a position in IWF in Q4 2019 and has held it in 23 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Belmont Capital held 1,064 shares of iShares Russell 1000 Growth ETF worth $113K as of Q2 2025.
Belmont Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2025.
iShares Russell 1000 Growth ETF made up 0.02% of Belmont Capital's portfolio in Q2 2025, its #140 holding.
Belmont Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 23 quarters since.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.