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 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 $1.66T 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 Wealth Alliance's IWF Position: Q1 2026 in Review

Capital Wealth Alliance reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.23% in Q1 2026, selling an estimated $1.36K and leaving 5,160 shares worth $550K. The position accounts for 0.25% of the portfolio, ranked #47.

Capital Wealth Alliance first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q1 2024. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Capital Wealth Alliance held 5,160 shares of iShares Russell 1000 Growth ETF worth $550K as of Q1 2026.
Capital Wealth Alliance sold 12 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.36K.
iShares Russell 1000 Growth ETF made up 0.25% of Capital Wealth Alliance's portfolio in Q1 2026, its #47 holding.
Capital Wealth Alliance first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Capital Wealth Alliance's iShares Russell 1000 Growth ETF position peaked at $1.68M in Q1 2024.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.