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Capital Insight Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital Insight Partners’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 		– Sell
-4,100
Closed -$485K – 56
2025
Q4 		$485K Hold
4,100
– – 0.1% 102
2025
Q3 		$480K Hold
4,100
– – 0.08% 135
2025
Q2 		$435K Hold
4,100
– – 0.08% 137
2025
Q1 		$370K Hold
4,100
– – 0.06% 140
2024
Q4 		$412K Hold
4,100
– – 0.07% 136
2024
Q3 		$385K Sell
4,100
-40
-1% -$3.63K 0.07% 136
2024
Q2 		$377K Sell
4,140
-8,228
-67% -$703K 0.07% 137
2024
Q1 		$1.04M Hold
12,368
– – 0.19% 92
2023
Q4 		$937K Hold
12,368
– – 0.19% 91
2023
Q3 		$822K Sell
12,368
-1,832
-13% -$127K 0.19% 90
2023
Q2 		$977K Buy
14,200
+1,952
+16% +$124K 0.22% 90
2023
Q1 		$748K Hold
12,248
– – 0.18% 101
2022
Q4 		$656K Sell
12,248
-200
-2% -$11K 0.17% 102
2022
Q3 		$655K Sell
12,448
-260
-2% -$15.3K 0.18% 101
2022
Q2 		$695K Sell
12,708
-2,800
-18% -$168K 0.16% 108
2022
Q1 		$1.08M Sell
15,508
-640
-4% -$43.7K 0.22% 103
2021
Q4 		$1.23M Sell
16,148
-72
-0.4% -$5.34K 0.25% 106
2021
Q3 		$1.11M Hold
16,220
– – 0.24% 109
2021
Q2 		$1.1M Sell
16,220
-60
-0.4% -$3.87K 0.25% 110
2021
Q1 		$989K Sell
16,280
-120
-0.7% -$7.3K 0.24% 114
2020
Q4 		$989K Buy
16,400
+4,812
+42% +$274K 0.25% 111
2020
Q3 		$628K Sell
11,588
-2,100
-15% -$111K 0.18% 121
2020
Q2 		$657K Hold
13,688
– – 0.21% 116
2020
Q1 		$516K Sell
13,688
-3,664
-21% -$158K 0.27% 75
2019
Q4 		$763K Buy
+17,352
New +$724K 0.35% 75

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Insight Partners's IWF Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 4,100 shares — an estimated $485K sold.

Capital Insight Partners first reported a position in IWF in Q4 2019 and held it in 25 quarters. The position peaked at $1.23M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 4,100 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $485K.
  • Capital Insight Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's iShares Russell 1000 Growth ETF position peaked at $1.23M in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.