CIAS
IWF icon

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

Capital Investment Advisory 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 		$3.97M Buy
31,972
+22,368
+233% +$2.7M 0.25% 97
2026
Q1 		$1.02M Sell
9,604
-460
-5% -$52.2K 0.07% 252
2025
Q4 		$1.19M Buy
10,064
+1,036
+11% +$123K 0.08% 228
2025
Q3 		$1.06M Buy
9,028
+600
+7% +$66.8K 0.08% 238
2025
Q2 		$895K Buy
8,428
+52
+0.6% +$4.97K 0.07% 246
2025
Q1 		$756K Sell
8,376
-1,484
-15% -$146K 0.07% 253
2024
Q4 		$990K Buy
9,860
+716
+8% +$70.4K 0.1% 190
2024
Q3 		$858K Sell
9,144
-144
-2% -$13.1K 0.08% 217
2024
Q2 		$846K Hold
9,288
– – 0.09% 211
2024
Q1 		$783K Sell
9,288
-708
-7% -$57K 0.08% 226
2023
Q4 		$758K Buy
9,996
+4
+0% +$283 0.07% 225
2023
Q3 		$665K Sell
9,992
-916
-8% -$63.3K 0.07% 227
2023
Q2 		$751K Buy
10,908
+16
+0.1% +$1.02K 0.07% 219
2023
Q1 		$665K Hold
10,892
– – 0.08% 214
2022
Q4 		$583K Buy
10,892
+172
+2% +$9.46K 0.07% 238
2022
Q3 		$564K Sell
10,720
-3,452
-24% -$203K 0.07% 230
2022
Q2 		$775K Buy
14,172
+3,836
+37% +$230K 0.09% 187
2022
Q1 		$717K Buy
10,336
+624
+6% +$42.6K 0.08% 216
2021
Q4 		$742K Buy
9,712
+116
+1% +$8.6K 0.09% 212
2021
Q3 		$657K Sell
9,596
-4
-0% -$283 0.08% 220
2021
Q2 		$652K Hold
9,600
– – 0.08% 235
2021
Q1 		$583K Buy
9,600
+392
+4% +$23.9K 0.08% 225
2020
Q4 		$555K Hold
9,208
– – 0.08% 233
2020
Q3 		$499K Buy
9,208
+28
+0.3% +$1.48K 0.09% 200
2020
Q2 		$441K Hold
9,180
– – 0.09% 193
2020
Q1 		$346K Sell
9,180
-220
-2% -$9.48K 0.08% 214
2019
Q4 		$413K Sell
9,400
-940
-9% -$39.2K 0.11% 189
2019
Q3 		$413K Hold
10,340
– – 0.12% 169
2019
Q2 		$419K Buy
10,340
+1,880
+22% +$72.8K 0.13% 167
2019
Q1 		$320K Hold
8,460
– – 0.12% 157
2018
Q4 		$277K Buy
8,460
+788
+10% +$27.8K 0.12% 162
2018
Q3 		$299K Buy
7,672
+300
+4% +$11.4K 0.14% 162
2018
Q2 		$265K Sell
7,372
-132
-2% -$4.66K 0.13% 170
2018
Q1 		$255K Buy
+7,504
New +$263K 0.14% 157

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Capital Investment Advisory Services's IWF Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 233% in Q2 2026, buying an estimated $2.7M and bringing the position to 31,972 shares worth $3.97M. The position accounts for 0.25% of the portfolio, ranked #97.

Capital Investment Advisory Services first reported a position in IWF in Q1 2018 and has held it in 34 quarters since. 799 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Capital Investment Advisory Services held 31,972 shares of iShares Russell 1000 Growth ETF worth $3.97M as of Q2 2026.
  • Capital Investment Advisory Services bought 22,368 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.7M.
  • iShares Russell 1000 Growth ETF made up 0.25% of Capital Investment Advisory Services's portfolio in Q2 2026, its #97 holding.
  • Capital Investment Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.