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

Capital Wealth Planning’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	–	Sell	-6,860	Closed	-$731K	–	163
2026 Q1	$731K	Buy	+6,860	New	+$779K	﹤0.01%	131
2023 Q2	–	Sell	-90,368	Closed	-$5.52M	–	140
2023 Q1	$5.52M	Buy	90,368 +42,344	+88%	+$2.44M	0.07%	28
2022 Q4	$2.57M	Buy	48,024 +9,844	+26%	+$542K	0.04%	34
2022 Q3	$2.01M	Buy	38,180 +9,784	+34%	+$575K	0.04%	39
2022 Q2	$1.55M	Buy	28,396 +17,608	+163%	+$1.06M	0.03%	41
2022 Q1	$749K	Buy	+10,788	New	+$736K	0.02%	59

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 Planning's IWF Position: Q2 2026 in Review

Capital Wealth Planning sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 6,860 shares — an estimated $731K sold.

Capital Wealth Planning first reported a position in IWF in Q1 2022 and held it in 6 quarters. The position peaked at $5.52M in Q1 2023. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Capital Wealth Planning reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Capital Wealth Planning sold 6,860 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $731K.
Capital Wealth Planning first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and held it in 6 quarters.
Capital Wealth Planning's iShares Russell 1000 Growth ETF position peaked at $5.52M in Q1 2023.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.