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

Capital Investment Management’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	$217K	Buy	+1,745	New	+$210K	0.07%	129

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Sun Mountain Capital Ltd Tortola $184M AUM

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Capital Investment Management's IWF Position: Q2 2026 in Review

Capital Investment Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,745 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #129 among its holdings.

898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Capital Investment Management held 1,745 shares of iShares Russell 1000 Growth ETF worth $217K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Capital Investment Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.07% of Capital Investment Management's portfolio in Q2 2026, its #129 holding.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.