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Calton & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Calton & Associates’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 		– Sell
-8,444
Closed -$900K – 453
2026
Q1 		$900K Buy
8,444
+288
+4% +$32.7K 0.13% 147
2025
Q4 		$965K Buy
8,156
+168
+2% +$19.9K 0.14% 135
2025
Q3 		$935K Buy
7,988
+740
+10% +$82.4K 0.14% 134
2025
Q2 		$770K Buy
+7,248
New +$693K 0.13% 149
2023
Q2 		– Sell
-8,572
Closed -$524K – 228
2023
Q1 		$524K Sell
8,572
-4,748
-36% -$274K 0.24% 93
2022
Q4 		$714K Sell
13,320
-1,316
-9% -$72.4K 0.28% 85
2022
Q3 		$769K Sell
14,636
-56
-0.4% -$3.29K 0.44% 55
2022
Q2 		$803K Sell
14,692
-2,824
-16% -$170K 0.45% 54
2022
Q1 		$1.22M Sell
17,516
-4,696
-21% -$321K 0.36% 70
2021
Q4 		$1.7M Sell
22,212
-34,864
-61% -$2.58M 0.45% 52
2021
Q3 		$3.91M Sell
57,076
-158,236
-73% -$11.2M 0.86% 20
2021
Q2 		$14.6M Sell
215,312
-115,336
-35% -$7.44M 2.78% 4
2021
Q1 		$20.1M Sell
330,648
-220,308
-40% -$13.4M 3.91% 3
2020
Q4 		$33.2M Sell
550,956
-172,692
-24% -$9.83M 5.93% 1
2020
Q3 		$39.2M Sell
723,648
-60,936
-8% -$3.21M 8.06% 1
2020
Q2 		$37.6M Buy
784,584
+31,024
+4% +$1.37M 8.2% 1
2020
Q1 		$28.4M Sell
753,560
-1,204
-0.2% -$51.9K 7.03% 1
2019
Q4 		$33.2M Sell
754,764
-13,012
-2% -$543K 6.67% 1
2019
Q3 		$30.6M Buy
767,776
+51,920
+7% +$2.08M 6.81% 1
2019
Q2 		$28.2M Buy
715,856
+17,732
+3% +$686K 7.95% 1
2019
Q1 		$26.4M Buy
698,124
+34,636
+5% +$1.24M 8.05% 1
2018
Q4 		$21.7M Sell
663,488
-13,148
-2% -$464K 7.99% 3
2018
Q3 		$26.4M Sell
676,636
-49,908
-7% -$1.89M 7.77% 2
2018
Q2 		$27.5M Buy
726,544
+187,708
+35% +$6.63M 7.99% 2
2018
Q1 		$18.3M Buy
538,836
+37,580
+7% +$1.32M 5.31% 2
2017
Q4 		$18.1M Buy
+501,256
New +$16.4M 4.56% 2

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calton & Associates's IWF Position: Q2 2026 in Review

Calton & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 8,444 shares — an estimated $900K sold.

Calton & Associates first reported a position in IWF in Q4 2017 and held it in 26 quarters. The position peaked at $39.2M in Q3 2020. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Calton & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 8,444 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $900K.
  • Calton & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 26 quarters.
  • Calton & Associates's iShares Russell 1000 Growth ETF position peaked at $39.2M in Q3 2020.
  • 2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.