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

Blue Fin 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	$478K	Buy	3,852 +4	+0.1%	+$482	0.07%	114
2026 Q1	$411K	Sell	3,848 -24	-0.6%	-$2.72K	0.07%	114
2025 Q4	$458K	Hold	3,872	–	–	0.07%	106
2025 Q3	$453K	Hold	3,872	–	–	0.07%	105
2025 Q2	$411K	Sell	3,872 -8	-0.2%	-$765	0.07%	109
2025 Q1	$350K	Buy	3,880 +4	+0.1%	+$395	0.07%	115
2024 Q4	$390K	Hold	3,876	–	–	0.07%	111
2024 Q3	$364K	Hold	3,876	–	–	0.07%	117
2024 Q2	$354K	Sell	3,876 -4	-0.1%	-$342	0.07%	113
2024 Q1	$327K	Hold	3,880	–	–	0.07%	116
2023 Q4	$294K	Hold	3,880	–	–	0.08%	118
2023 Q3	$258K	Hold	3,880	–	–	0.08%	115
2023 Q2	$267K	Hold	3,880	–	–	0.08%	120
2023 Q1	$235K	Hold	3,880	–	–	0.08%	123
2022 Q4	$208K	Hold	3,880	–	–	0.08%	127
2022 Q3	$204K	Hold	3,880	–	–	0.08%	123
2022 Q2	$212K	Hold	3,880	–	–	0.08%	127
2022 Q1	$269K	Hold	3,880	–	–	0.08%	116
2021 Q4	$296K	Hold	3,880	–	–	0.08%	115
2021 Q3	$265K	Hold	3,880	–	–	0.08%	116
2021 Q2	$263K	Buy	+3,880	New	+$250K	0.08%	115

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Blue Fin Capital's IWF Position: Q2 2026 in Review

Blue Fin Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.1% in Q2 2026, buying an estimated $482 and bringing the position to 3,852 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #114.

Blue Fin Capital first reported a position in IWF in Q2 2021 and has held it in 21 quarters since. 1,456 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Blue Fin Capital held 3,852 shares of iShares Russell 1000 Growth ETF worth $478K as of Q2 2026.
Blue Fin Capital bought 4 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $482.
iShares Russell 1000 Growth ETF made up 0.07% of Blue Fin Capital's portfolio in Q2 2026, its #114 holding.
Blue Fin Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
1,456 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.