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 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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return