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

Capital Advisors 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
2026 Q1	$31.4M	Sell	294,960 -40,300	-12%	-$4.57M	4.22%	5
2025 Q4	$39.7M	Sell	335,260 -144	-0%	-$17.1K	5.4%	4
2025 Q3	$39.3M	Buy	335,404 +6,776	+2%	+$754K	5.61%	4
2025 Q2	$34.9M	Buy	328,628 +9,032	+3%	+$864K	5.48%	4
2025 Q1	$28.9M	Sell	319,596 -38,224	-11%	-$3.77M	5.1%	4
2024 Q4	$35.9M	Buy	357,820 +6,128	+2%	+$603K	6.4%	1
2024 Q3	$33M	Sell	351,692 -7,512	-2%	-$681K	6.08%	2
2024 Q2	$32.7M	Buy	359,204 +92,992	+35%	+$7.94M	6.47%	2
2024 Q1	$22.4M	Buy	266,212 +34,988	+15%	+$2.82M	4.65%	6
2023 Q4	$17.5M	Buy	231,224 +79,148	+52%	+$5.6M	3.99%	8
2023 Q3	$10.1M	Buy	152,076 +139,632	+1,122%	+$9.64M	2.64%	10
2023 Q2	$856K	Buy	+12,444	New	+$791K	0.22%	61

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Advisors Wealth Management's IWF Position: Q1 2026 in Review

Capital Advisors Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q1 2026, selling an estimated $4.57M and leaving 294,960 shares worth $31.4M. The position accounts for 4.22% of the portfolio, ranked #5.

Capital Advisors Wealth Management first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $39.7M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Capital Advisors Wealth Management held 294,960 shares of iShares Russell 1000 Growth ETF worth $31.4M as of Q1 2026.
Capital Advisors Wealth Management sold 40,300 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.57M.
iShares Russell 1000 Growth ETF made up 4.22% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #5 holding.
Capital Advisors Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Capital Advisors Wealth Management's iShares Russell 1000 Growth ETF position peaked at $39.7M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.