Caitlin John’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Caitlin John’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	$155K	Sell	1,252 -340	-21%	-$41K	0.08%	221
2026 Q1	$170K	Hold	1,592	–	–	0.1%	181
2025 Q4	$188K	Hold	1,592	–	–	0.12%	186
2025 Q3	$186K	Buy	+1,592	New	+$177K	0.13%	137
2025 Q1	–	Sell	-1,592	Closed	-$160K	–	462
2024 Q4	$160K	Hold	1,592	–	–	0.11%	146
2024 Q3	$159K	Hold	1,592	–	–	0.1%	147
2024 Q2	$145K	Sell	1,592 -16	-1%	-$1.37K	0.1%	140
2024 Q1	$135K	Sell	1,608 -56	-3%	-$4.51K	0.1%	137
2023 Q4	$126K	Buy	+1,664	New	+$118K	0.1%	131

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

Caitlin John's IWF Position: Q2 2026 in Review

Caitlin John reduced its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q2 2026, selling an estimated $41K and leaving 1,252 shares worth $155K. The position accounts for 0.08% of the portfolio, ranked #221.

Caitlin John first reported a position in IWF in Q4 2023 and has held it in 9 quarters since. The position peaked at $188K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Caitlin John held 1,252 shares of iShares Russell 1000 Growth ETF worth $155K as of Q2 2026.
Caitlin John sold 340 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $41K.
iShares Russell 1000 Growth ETF made up 0.08% of Caitlin John's portfolio in Q2 2026, its #221 holding.
Caitlin John first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares Russell 1000 Growth ETF position peaked at $188K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.