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Capital A Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$62.8K Buy
828
+620
+298% +$59.3K 0.7% 39
2025
Q1 		$18.8K Buy
+208
New +$20.5K 0.02% 230

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital A Wealth Management's IWF Position: Q2 2025 in Review

Capital A Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 298% in Q2 2025, buying an estimated $59.3K and bringing the position to 828 shares worth $62.8K. The position accounts for 0.7% of the portfolio, ranked #39.

Capital A Wealth Management first reported a position in IWF in Q1 2025 and has held it in 2 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Capital A Wealth Management held 828 shares of iShares Russell 1000 Growth ETF worth $62.8K as of Q2 2025.
  • Capital A Wealth Management bought 620 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $59.3K.
  • iShares Russell 1000 Growth ETF made up 0.7% of Capital A Wealth Management's portfolio in Q2 2025, its #39 holding.
  • Capital A Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.