Cape Investment Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cape Investment Advisory’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	$90.9K	Buy	+732	New	+$88.2K	0.02%	362
2026 Q1	–	Sell	-724	Closed	-$85.7K	–	701
2025 Q4	$85.7K	Buy	724 +648	+853%	+$76.8K	0.03%	328
2025 Q3	$8.9K	Sell	76 -200	-72%	-$22.3K	0.01%	428
2025 Q2	$29.3K	Sell	276 -104	-27%	-$9.94K	0.01%	451
2025 Q1	$34.3K	Sell	380 -156	-29%	-$15.4K	0.01%	394
2024 Q4	$53.8K	Buy	536 +212	+65%	+$20.9K	0.02%	324
2024 Q3	$30.4K	Buy	324 +260	+406%	+$23.6K	0.01%	393
2024 Q2	$5.83K	Hold	64	–	–	﹤0.01%	631
2024 Q1	$5.39K	Sell	64 -72	-53%	-$5.8K	﹤0.01%	638
2023 Q4	$10.3K	Sell	136 -508	-79%	-$35.9K	0.01%	649
2023 Q3	$42.8K	Hold	644	–	–	0.02%	317
2023 Q2	$44.3K	Hold	644	–	–	0.02%	303
2023 Q1	$39.3K	Buy	+644	New	+$37.1K	0.02%	309

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

Cape Investment Advisory's IWF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 732 shares worth $90.9K. The stake represents 0.02% of the portfolio and ranks #362 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IWF as recently as Q4 2025.

Cape Investment Advisory first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cape Investment Advisory held 732 shares of iShares Russell 1000 Growth ETF worth $90.9K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #362 holding.
Cape Investment Advisory first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.