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

Capital Investment Advisors’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	$4.06M	Buy	38,092 +1,452	+4%	+$165K	0.06%	164
2025 Q4	$4.34M	Buy	36,640 +1,284	+4%	+$152K	0.07%	159
2025 Q3	$4.14M	Buy	35,356 +868	+3%	+$96.7K	0.07%	163
2025 Q2	$3.66M	Buy	34,488 +376	+1%	+$36K	0.07%	161
2025 Q1	$3.08M	Buy	34,112 +3,924	+13%	+$387K	0.06%	167
2024 Q4	$3.03M	Sell	30,188 -2,216	-7%	-$218K	0.06%	164
2024 Q3	$3.04M	Sell	32,404 -116	-0.4%	-$10.5K	0.06%	166
2024 Q2	$2.96M	Sell	32,520 -1,452	-4%	-$124K	0.07%	162
2024 Q1	$2.86M	Sell	33,972 -900	-3%	-$72.5K	0.07%	160
2023 Q4	$2.64M	Sell	34,872 -2,616	-7%	-$185K	0.07%	162
2023 Q3	$2.49M	Sell	37,488 -580	-2%	-$40K	0.07%	162
2023 Q2	$2.62M	Sell	38,068 -756	-2%	-$48.1K	0.08%	142
2023 Q1	$2.37M	Buy	38,824 +1,068	+3%	+$61.5K	0.07%	156
2022 Q4	$2.02M	Sell	37,756 -5,932	-14%	-$326K	0.06%	174
2022 Q3	$2.3M	Sell	43,688 -2,448	-5%	-$144K	0.08%	157
2022 Q2	$2.52M	Buy	46,136 +56	+0.1%	+$3.36K	0.08%	156
2022 Q1	$3.2M	Buy	46,080 +700	+2%	+$47.8K	0.1%	145
2021 Q4	$3.47M	Sell	45,380 -1,916	-4%	-$142K	0.11%	134
2021 Q3	$3.24M	Sell	47,296 -2,408	-5%	-$170K	0.11%	137
2021 Q2	$3.37M	Buy	49,704 +7,028	+16%	+$453K	0.12%	135
2021 Q1	$2.59M	Sell	42,676 -2,996	-7%	-$182K	0.1%	147
2020 Q4	$2.75M	Buy	45,672 +2,388	+6%	+$136K	0.12%	131
2020 Q3	$2.35M	Buy	43,284 +1,160	+3%	+$61.1K	0.11%	133
2020 Q2	$2.02M	Buy	42,124 +896	+2%	+$39.5K	0.1%	141
2020 Q1	$1.55M	Buy	41,228 +6,936	+20%	+$299K	0.1%	151
2019 Q4	$1.51M	Buy	34,292 +1,284	+4%	+$53.6K	0.07%	179
2019 Q3	$1.32M	Sell	33,008 -180	-0.5%	-$7.22K	0.07%	188
2019 Q2	$1.3M	Buy	33,188 +1,844	+6%	+$71.4K	0.07%	191
2019 Q1	$1.19M	Buy	31,344 +1,204	+4%	+$43.3K	0.07%	196
2018 Q4	$986K	Buy	30,140 +3,028	+11%	+$107K	0.07%	207
2018 Q3	$1.06M	Buy	27,112 +2,432	+10%	+$92.1K	0.06%	209
2018 Q2	$887K	Buy	24,680 +1,996	+9%	+$70.5K	0.06%	226
2018 Q1	$772K	Buy	22,684 +4,728	+26%	+$166K	0.05%	238
2017 Q4	$605K	Hold	17,956	–	–	0.04%	266
2017 Q3	$561K	Buy	17,956 +120	+0.7%	+$3.67K	0.04%	263
2017 Q2	$531K	Buy	17,836 +772	+5%	+$22.7K	0.04%	267
2017 Q1	$485K	Buy	17,064 +1,276	+8%	+$35.4K	0.04%	288
2016 Q4	$414K	Buy	15,788 +2,564	+19%	+$66.5K	0.03%	300
2016 Q3	$344K	Buy	13,224 +3,152	+31%	+$82K	0.03%	319
2016 Q2	$253K	Hold	10,072	–	–	0.02%	360
2016 Q1	$251K	Hold	10,072	–	–	0.02%	350
2015 Q4	$250K	Buy	+10,072	New	+$251K	0.03%	347

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 Investment Advisors's IWF Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4% in Q1 2026, buying an estimated $165K and bringing the position to 38,092 shares worth $4.06M. The position accounts for 0.06% of the portfolio, ranked #164.

Capital Investment Advisors first reported a position in IWF in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.34M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Capital Investment Advisors held 38,092 shares of iShares Russell 1000 Growth ETF worth $4.06M as of Q1 2026.
Capital Investment Advisors bought 1,452 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $165K.
iShares Russell 1000 Growth ETF made up 0.06% of Capital Investment Advisors's portfolio in Q1 2026, its #164 holding.
Capital Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 42 quarters since.
Capital Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $4.34M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.