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

Capital Advisors Inc’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 		$1.21M Buy
9,764
+824
+9% +$99.3K 0.02% 160
2026
Q1 		$953K Sell
8,940
-824
-8% -$93.5K 0.02% 162
2025
Q4 		$1.16M Hold
9,764
– – 0.02% 154
2025
Q3 		$1.14M Buy
9,764
+1,000
+11% +$111K 0.02% 150
2025
Q2 		$930K Buy
8,764
+68
+0.8% +$6.5K 0.02% 154
2025
Q1 		$785K Hold
8,696
– – 0.02% 157
2024
Q4 		$873K Hold
8,696
– – 0.02% 146
2024
Q3 		$816K Buy
8,696
+1,752
+25% +$159K 0.02% 160
2024
Q2 		$633K Buy
6,944
+636
+10% +$54.3K 0.01% 173
2024
Q1 		$532K Buy
6,308
+8
+0.1% +$645 0.01% 191
2023
Q4 		$477K Sell
6,300
-484
-7% -$34.2K 0.01% 203
2023
Q3 		$451K Buy
6,784
+684
+11% +$47.2K 0.01% 177
2023
Q2 		$420K Sell
6,100
-676
-10% -$43K 0.01% 184
2023
Q1 		$414K Buy
6,776
+676
+11% +$38.9K 0.01% 180
2022
Q4 		$327K Hold
6,100
– – 0.01% 201
2022
Q3 		$316K Hold
6,100
– – 0.01% 193
2022
Q2 		$334K Buy
6,100
+300
+5% +$18K 0.01% 201
2022
Q1 		$403K Hold
5,800
– – 0.01% 184
2021
Q4 		$443K Sell
5,800
-164
-3% -$12.2K 0.01% 181
2021
Q3 		$409K Sell
5,964
-1,152
-16% -$81.5K 0.01% 175
2021
Q2 		$483K Buy
7,116
+120
+2% +$7.74K 0.01% 167
2021
Q1 		$425K Hold
6,996
– – 0.01% 170
2020
Q4 		$422K Sell
6,996
-40
-0.6% -$2.28K 0.02% 146
2020
Q3 		$382K Sell
7,036
-6,780
-49% -$357K 0.02% 142
2020
Q2 		$737K Sell
13,816
-60,164
-81% -$2.65M 0.03% 112
2020
Q1 		$2.79M Sell
73,980
-6,328
-8% -$273K 0.15% 82
2019
Q4 		$3.53M Buy
80,308
+804
+1% +$33.6K 0.15% 92
2019
Q3 		$3.13M Hold
79,504
– – 0.15% 97
2019
Q2 		$3.13M Buy
+79,504
New +$3.08M 0.15% 97
2019
Q1 		– Sell
-27,600
Closed -$903K – 157
2018
Q4 		$903K Sell
27,600
-142,776
-84% -$5.03M 0.06% 116
2018
Q3 		$6.64M Sell
170,376
-15,300
-8% -$579K 0.4% 76
2018
Q2 		$6.67M Sell
185,676
-8,468
-4% -$299K 0.4% 78
2018
Q1 		$6.61M Buy
194,144
+1,732
+0.9% +$60.7K 0.4% 84
2017
Q4 		$6.48M Buy
192,412
+2,312
+1% +$75.8K 0.38% 77
2017
Q3 		$5.94M Sell
190,100
-5,476
-3% -$168K 0.36% 79
2017
Q2 		$5.82M Buy
195,576
+53,280
+37% +$1.56M 0.36% 79
2017
Q1 		$4.05M Buy
142,296
+1,052
+0.7% +$29.2K 0.26% 78
2016
Q4 		$3.7M Buy
+141,244
New +$3.67M 0.26% 81

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

Capital Advisors Inc's IWF Position: Q2 2026 in Review

Capital Advisors Inc increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.2% in Q2 2026, buying an estimated $99.3K and bringing the position to 9,764 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #160.

Capital Advisors Inc first reported a position in IWF in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.67M in Q2 2018. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Capital Advisors Inc held 9,764 shares of iShares Russell 1000 Growth ETF worth $1.21M as of Q2 2026.
  • Capital Advisors Inc bought 824 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $99.3K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Capital Advisors Inc's portfolio in Q2 2026, its #160 holding.
  • Capital Advisors Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Capital Advisors Inc's iShares Russell 1000 Growth ETF position peaked at $6.67M in Q2 2018.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.