CAL
IWF icon

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

Capital Analysts LLC’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 		$3.21M Buy
25,811
+63
+0.2% +$7.59K 0.07% 209
2026
Q1 		$2.75M Buy
25,748
+28
+0.1% +$3.18K 0.07% 221
2025
Q4 		$3.04M Sell
25,720
-36
-0.1% -$4.26K 0.08% 194
2025
Q3 		$3.02M Buy
25,756
+172
+0.7% +$19.2K 0.09% 193
2025
Q2 		$2.71M Buy
25,584
+12,708
+99% +$1.22M 0.09% 180
2025
Q1 		$1.16M Buy
12,876
+3,424
+36% +$338K 0.04% 247
2024
Q4 		$949K Buy
9,452
+164
+2% +$16.1K 0.04% 253
2024
Q3 		$872K Buy
9,288
+3,328
+56% +$302K 0.04% 256
2024
Q2 		$543K Buy
5,960
+1,512
+34% +$129K 0.02% 314
2024
Q1 		$375K Buy
4,448
+1,116
+33% +$89.9K 0.02% 352
2023
Q4 		$252K Sell
3,332
-160
-5% -$11.3K 0.01% 393
2023
Q3 		$232K Buy
3,492
+140
+4% +$9.67K 0.01% 378
2023
Q2 		$229K Sell
3,352
-548
-14% -$34.8K 0.01% 365
2023
Q1 		$238K Buy
3,900
+764
+24% +$44K 0.01% 360
2022
Q4 		$168K Buy
3,136
+1,636
+109% +$90K 0.01% 418
2022
Q3 		$79K Sell
1,500
-8
-0.5% -$470 0.01% 486
2022
Q2 		$82K Sell
1,508
-204
-12% -$12.2K 0.01% 459
2022
Q1 		$119K Sell
1,712
-20
-1% -$1.36K 0.01% 405
2021
Q4 		$132K Sell
1,732
-64
-4% -$4.74K 0.01% 404
2021
Q3 		$123K Sell
1,796
-9,028
-83% -$639K 0.01% 414
2021
Q2 		$734K Sell
10,824
-4,044
-27% -$261K 0.05% 226
2021
Q1 		$903K Buy
14,868
+4,948
+50% +$301K 0.06% 209
2020
Q4 		$598K Sell
9,920
-424
-4% -$24.1K 0.05% 180
2020
Q3 		$561K Sell
10,344
-30,612
-75% -$1.61M 0.05% 185
2020
Q2 		$1.97M Sell
40,956
-1,084
-3% -$47.8K 0.21% 95
2020
Q1 		$1.58M Sell
42,040
-84
-0.2% -$3.62K 0.19% 94
2019
Q4 		$1.85M Sell
42,124
-236
-0.6% -$9.85K 0.18% 100
2019
Q3 		$1.69M Buy
42,360
+5,684
+15% +$228K 0.18% 104
2019
Q2 		$1.44M Sell
36,676
-224
-0.6% -$8.67K 0.16% 120
2019
Q1 		$1.4M Sell
36,900
-604
-2% -$21.7K 0.16% 116
2018
Q4 		$1.23M Buy
37,504
+4,336
+13% +$153K 0.16% 111
2018
Q3 		$1.29M Buy
33,168
+9,856
+42% +$373K 0.15% 126
2018
Q2 		$838K Buy
23,312
+22,628
+3,308% +$799K 0.1% 151
2018
Q1 		$23K Buy
+684
New +$24K ﹤0.01% 381
2017
Q3 		– Sell
-388
Closed -$11.5K – 459
2017
Q2 		$11.5K Buy
+388
New +$11.4K ﹤0.01% 369
2016
Q3 		– Sell
-1,160
Closed -$29.1K – 412
2016
Q2 		$29.1K Hold
1,160
– – 0.01% 290
2016
Q1 		$28.9K Hold
1,160
– – 0.01% 311
2015
Q4 		$28.8K Buy
+1,160
New +$28.9K 0.01% 319

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Analysts LLC's IWF Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.24% in Q2 2026, buying an estimated $7.59K and bringing the position to 25,811 shares worth $3.21M. The position accounts for 0.07% of the portfolio, ranked #209.

Capital Analysts LLC first reported a position in IWF in Q4 2015 and has held it in 38 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Capital Analysts LLC held 25,811 shares of iShares Russell 1000 Growth ETF worth $3.21M as of Q2 2026.
  • Capital Analysts LLC bought 63 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.59K.
  • iShares Russell 1000 Growth ETF made up 0.07% of Capital Analysts LLC's portfolio in Q2 2026, its #209 holding.
  • Capital Analysts LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 38 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.