Capital Group Private Client Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital Group Private Client Services’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	$3.04M	Buy	24,456 +2,244	+10%	+$271K	0.04%	133
2026 Q1	$2.37M	Buy	22,212 +3,408	+18%	+$387K	0.04%	149
2025 Q4	$2.23M	Sell	18,804 -240	-1%	-$28.4K	0.04%	169
2025 Q3	$2.23M	Buy	19,044 +1,116	+6%	+$124K	0.04%	170
2025 Q2	$1.9M	Sell	17,928 -80	-0.4%	-$7.65K	0.02%	213
2025 Q1	$1.63M	Sell	18,008 -92	-0.5%	-$9.08K	0.02%	216
2024 Q4	$1.82M	Sell	18,100 -648	-3%	-$63.7K	0.02%	211
2024 Q3	$1.76M	Sell	18,748 -384	-2%	-$34.8K	0.02%	209
2024 Q2	$1.74M	Buy	19,132 +9,868	+107%	+$843K	0.02%	207
2024 Q1	$781K	Buy	9,264 +672	+8%	+$54.1K	0.01%	226
2023 Q4	$651K	Sell	8,592 -1,336	-13%	-$94.5K	0.01%	227
2023 Q3	$660K	Buy	9,928 +1,164	+13%	+$80.4K	0.01%	215
2023 Q2	$603K	Sell	8,764 -276	-3%	-$17.6K	0.01%	209
2023 Q1	$552K	Sell	9,040 -136	-1%	-$7.83K	0.01%	211
2022 Q4	$491K	Sell	9,176 -272	-3%	-$15K	0.01%	215
2022 Q3	$497K	Sell	9,448 -100	-1%	-$5.88K	0.01%	208
2022 Q2	$522K	Sell	9,548 -128	-1%	-$7.68K	0.01%	207
2022 Q1	$672K	Sell	9,676 -180	-2%	-$12.3K	0.01%	206
2021 Q4	$753K	Buy	9,856 +5,636	+134%	+$418K	0.01%	190
2021 Q3	$289K	Buy	+4,220	New	+$299K	﹤0.01%	201

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Group Private Client Services's IWF Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q2 2026, buying an estimated $271K and bringing the position to 24,456 shares worth $3.04M. The position accounts for 0.04% of the portfolio, ranked #133.

Capital Group Private Client Services first reported a position in IWF in Q3 2021 and has held it in 20 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Capital Group Private Client Services held 24,456 shares of iShares Russell 1000 Growth ETF worth $3.04M as of Q2 2026.
Capital Group Private Client Services bought 2,244 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $271K.
iShares Russell 1000 Growth ETF made up 0.04% of Capital Group Private Client Services's portfolio in Q2 2026, its #133 holding.
Capital Group Private Client Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 20 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.