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

Capital Management Associates Inc’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	$469K	Hold	3,776	–	–	0.09%	106
2026 Q1	$403K	Hold	3,776	–	–	0.09%	107
2025 Q4	$447K	Hold	3,776	–	–	0.1%	101
2025 Q3	$442K	Hold	3,776	–	–	0.12%	89
2025 Q2	$401K	Sell	3,776 -3,776	-50%	-$361K	0.13%	85
2025 Q1	$682K	Buy	7,552 +3,776	+100%	+$373K	0.15%	68
2024 Q4	$379K	Hold	3,776	–	–	0.14%	76
2024 Q3	$354K	Buy	3,776 +1,100	+41%	+$99.7K	0.14%	77
2024 Q2	$244K	Hold	2,676	–	–	0.15%	69
2024 Q1	$225K	Sell	2,676 -1,100	-29%	-$88.6K	0.17%	65
2023 Q4	$286K	Buy	+3,776	New	+$267K	0.17%	66

Other funds holding IWF

WPW

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

CWS

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

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 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 Management Associates Inc's IWF Position: Q2 2026 in Review

Capital Management Associates Inc held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,776 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #106.

Capital Management Associates Inc first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $682K in Q1 2025. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Capital Management Associates Inc held 3,776 shares of iShares Russell 1000 Growth ETF worth $469K as of Q2 2026.
Capital Management Associates Inc left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Capital Management Associates Inc's portfolio in Q2 2026, its #106 holding.
Capital Management Associates Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Capital Management Associates Inc's iShares Russell 1000 Growth ETF position peaked at $682K in Q1 2025.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.