Capital Wealth Alliance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital Wealth Alliance’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	$641K	Hold	5,160	–	–	0.3%	50
2026 Q1	$550K	Sell	5,160 -12	-0.2%	-$1.36K	0.25%	47
2025 Q4	$596K	Sell	5,172 -2,028	-28%	-$240K	0.25%	45
2025 Q3	$843K	Sell	7,200 -1,428	-17%	-$159K	0.42%	37
2025 Q2	$916K	Sell	8,628 -264	-3%	-$25.2K	0.49%	36
2025 Q1	$803K	Sell	8,892 -7,472	-46%	-$737K	0.48%	32
2024 Q4	$1.64M	Buy	16,364 +2,860	+21%	+$281K	0.93%	22
2024 Q3	$1.27M	Sell	13,504 -2,916	-18%	-$264K	0.74%	30
2024 Q2	$1.5M	Sell	16,420 -3,556	-18%	-$304K	0.85%	31
2024 Q1	$1.68M	Buy	19,976 +3,396	+20%	+$274K	0.99%	27
2023 Q4	$1.26M	Buy	16,580 +564	+4%	+$39.9K	0.86%	30
2023 Q3	$1.07M	Buy	16,016 +1,056	+7%	+$72.9K	0.8%	32
2023 Q2	$1.03M	Buy	+14,960	New	+$951K	0.77%	34

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Wealth Alliance's IWF Position: Q2 2026 in Review

Capital Wealth Alliance held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,160 shares worth $641K. The position accounts for 0.3% of the portfolio, ranked #50.

Capital Wealth Alliance first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.68M in Q1 2024. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Capital Wealth Alliance held 5,160 shares of iShares Russell 1000 Growth ETF worth $641K as of Q2 2026.
Capital Wealth Alliance left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.3% of Capital Wealth Alliance's portfolio in Q2 2026, its #50 holding.
Capital Wealth Alliance first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Capital Wealth Alliance's iShares Russell 1000 Growth ETF position peaked at $1.68M in Q1 2024.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.