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

Capital Advisors Ltd’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 		$70.1M Sell
564,947
-1,633
-0.3% -$197K 7.08% 2
2026
Q1 		$60.4M Buy
566,580
+395,016
+230% +$44.8M 6.86% 2
2025
Q4 		$9.1M Sell
171,564
-412,728
-71% -$48.9M 1.03% 24
2025
Q3 		$68.4M Sell
584,292
-5,540
-0.9% -$617K 7.73% 2
2025
Q2 		$62.6M Sell
589,832
-580
-0.1% -$55.5K 7.72% 2
2025
Q1 		$53.3M Sell
590,412
-11,912
-2% -$1.18M 7.02% 2
2024
Q4 		$60.5M Sell
602,324
-1,892
-0.3% -$186K 7.62% 2
2024
Q3 		$56.7M Sell
604,216
-1,680
-0.3% -$152K 7.03% 2
2024
Q2 		$55.2M Sell
605,896
-2,720
-0.4% -$232K 7.17% 2
2024
Q1 		$51.3M Buy
608,616
+248
+0% +$20K 6.69% 2
2023
Q4 		$46.1M Sell
608,368
-1,472
-0.2% -$104K 6.47% 3
2023
Q3 		$40.6M Buy
609,840
+2,712
+0.4% +$187K 6.21% 3
2023
Q2 		$41.8M Sell
607,128
-1,348
-0.2% -$85.7K 6.24% 3
2023
Q1 		$37.2M Buy
608,476
+2,500
+0.4% +$144K 6.11% 3
2022
Q4 		$32.5M Buy
605,976
+2,792
+0.5% +$154K 5.64% 2
2022
Q3 		$31.7M Buy
603,184
+3,280
+0.5% +$193K 6.18% 2
2022
Q2 		$32.8M Buy
599,904
+624
+0.1% +$37.5K 6.14% 2
2022
Q1 		$41.6M Buy
599,280
+3,184
+0.5% +$217K 6.92% 2
2021
Q4 		$45.5M Sell
596,096
-1,488
-0.2% -$110K 7.35% 2
2021
Q3 		$40.9M Sell
597,584
-684
-0.1% -$48.4K 7.31% 2
2021
Q2 		$40.6M Buy
598,268
+884
+0.1% +$57K 7.29% 2
2021
Q1 		$36.3M Buy
597,384
+3,012
+0.5% +$183K 6.66% 3
2020
Q4 		$35.8M Sell
594,372
-1,820
-0.3% -$104K 7.91% 2
2020
Q3 		$32.3M Sell
596,192
-6,392
-1% -$337K 8.06% 2
2020
Q2 		$28.9M Sell
602,584
-1,832
-0.3% -$80.7K 7.63% 2
2020
Q1 		$22.7M Sell
604,416
-1,352
-0.2% -$58.3K 7.13% 2
2019
Q4 		$26.6M Buy
605,768
+100,116
+20% +$4.18M 6.79% 2
2019
Q3 		$19.3M Sell
505,652
-91,948
-15% -$3.69M 5.34% 2
2019
Q2 		$23.5M Sell
597,600
-20,252
-3% -$784K 6.64% 2
2019
Q1 		$23.4M Buy
617,852
+7,932
+1% +$285K 6.32% 2
2018
Q4 		$20M Sell
609,920
-1,432
-0.2% -$50.5K 5.89% 2
2018
Q3 		$23.8M Sell
611,352
-5,388
-0.9% -$204K 6.73% 2
2018
Q2 		$22.2M Buy
616,740
+6,608
+1% +$233K 6.93% 2
2018
Q1 		$20.8M Sell
610,132
-2,192
-0.4% -$76.8K 6.72% 2
2017
Q4 		$20.6M Buy
612,324
+8,204
+1% +$269K 6.8% 2
2017
Q3 		$18.9M Buy
604,120
+8,736
+1% +$267K 6.62% 2
2017
Q2 		$17.7M Buy
595,384
+5,692
+1% +$167K 6.51% 2
2017
Q1 		$16.8M Buy
589,692
+13,424
+2% +$372K 6.46% 2
2016
Q4 		$15.1M Buy
576,268
+12,624
+2% +$328K 6.24% 2
2016
Q3 		$14.7M Buy
563,644
+12,916
+2% +$336K 6.46% 2
2016
Q2 		$13.8M Buy
550,728
+128
+0% +$3.2K 6.49% 2
2016
Q1 		$13.7M Sell
550,600
-360
-0.1% -$8.51K 6.84% 2
2015
Q4 		$13.7M Sell
550,960
-26,192
-5% -$653K 7.14% 2
2015
Q3 		$13.4M Buy
577,152
+228
+0% +$5.61K 7.4% 2
2015
Q2 		$14.3M Buy
576,924
+1,432
+0.2% +$36K 7.4% 2
2015
Q1 		$14.2M Buy
575,492
+2,360
+0.4% +$57.6K 7.38% 2
2014
Q4 		$13.7M Buy
573,132
+3,012
+0.5% +$70.5K 7.46% 2
2014
Q3 		$13.1M Sell
570,120
-932
-0.2% -$21.4K 7.43% 2
2014
Q2 		$13M Sell
571,052
-1,700
-0.3% -$37.3K 7.28% 2
2014
Q1 		$12.4M Buy
572,752
+13,312
+2% +$286K 7.28% 2
2013
Q4 		$12M Buy
+559,440
New +$11.5M 7.98% 2

Other funds holding IWF

SP
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Capital Advisors Ltd reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.29% in Q2 2026, selling an estimated $197K and leaving 564,947 shares worth $70.1M. The position accounts for 7.08% of the portfolio, ranked #2.

Capital Advisors Ltd first reported a position in IWF in Q4 2013 and has held it in 51 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Capital Advisors Ltd held 564,947 shares of iShares Russell 1000 Growth ETF worth $70.1M as of Q2 2026.
  • Capital Advisors Ltd sold 1,633 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $197K.
  • iShares Russell 1000 Growth ETF made up 7.08% of Capital Advisors Ltd's portfolio in Q2 2026, its #2 holding.
  • Capital Advisors Ltd first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.