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

Capital Advantage’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 Q3	$747K	Hold	5,966	–	–	0.09%	86
2026 Q2	$741K	Sell	5,966 -6	-0.1%	-$723	0.09%	80
2026 Q1	$637K	Hold	5,972	–	–	0.08%	84
2025 Q4	$707K	Buy	5,972 +2,060	+53%	+$244K	0.1%	82
2025 Q3	$458K	Sell	3,912 -2,148	-35%	-$239K	0.07%	99
2025 Q2	$643K	Sell	6,060 -3,520	-37%	-$337K	0.1%	79
2025 Q1	$962K	Hold	9,580	–	–	0.18%	55
2024 Q4	$962K	Buy	+9,580	New	+$942K	0.18%	55

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Capital Advantage's IWF Position: Q3 2026 in Review

Capital Advantage held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 5,966 shares worth $747K. The position accounts for 0.09% of the portfolio, ranked #86.

Capital Advantage first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. The position peaked at $962K in Q1 2025. 883 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Capital Advantage held 5,966 shares of iShares Russell 1000 Growth ETF worth $747K as of Q3 2026.
Capital Advantage left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Capital Advantage's portfolio in Q3 2026, its #86 holding.
Capital Advantage first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Capital Advantage's iShares Russell 1000 Growth ETF position peaked at $962K in Q1 2025.
883 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.