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

Caldwell Sutter 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	$145K	Hold	1,164	–	–	0.05%	262
2026 Q1	$124K	Hold	1,164	–	–	0.05%	267
2025 Q4	$138K	Hold	1,164	–	–	0.06%	253
2025 Q3	$136K	Hold	1,164	–	–	0.06%	253
2025 Q2	$124K	Hold	1,164	–	–	0.06%	259
2025 Q1	$105K	Hold	1,164	–	–	0.05%	269
2024 Q4	$117K	Hold	1,164	–	–	0.05%	261
2024 Q3	$109K	Sell	1,164 -76	-6%	-$6.89K	0.05%	267
2024 Q2	$113K	Hold	1,240	–	–	0.06%	259
2024 Q1	$104K	Hold	1,240	–	–	0.05%	270
2023 Q4	$94K	Hold	1,240	–	–	0.05%	276
2023 Q3	$82.5K	Sell	1,240 -160	-11%	-$11K	0.05%	277
2023 Q2	$96.3K	Buy	1,400 +516	+58%	+$32.8K	0.05%	255
2023 Q1	$54K	Hold	884	–	–	0.04%	239
2022 Q4	$47.3K	Buy	+884	New	+$48.6K	0.04%	179

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

Caldwell Sutter Capital's IWF Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,164 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #262.

Caldwell Sutter Capital first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Caldwell Sutter Capital held 1,164 shares of iShares Russell 1000 Growth ETF worth $145K as of Q2 2026.
Caldwell Sutter Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #262 holding.
Caldwell Sutter Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.