Caprock Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Caprock Group’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	$7.78M	Buy	72,936 +4,920	+7%	+$558K	0.19%	88
2025 Q4	$8.05M	Sell	68,016 -140	-0.2%	-$16.6K	0.17%	97
2025 Q3	$7.59M	Buy	+68,156	New	+$7.59M	0.19%	93
2025 Q1	$6.35M	Buy	70,392 +17,424	+33%	+$1.72M	0.19%	88
2024 Q4	$5.32M	Buy	52,968 +104	+0.2%	+$10.2K	0.17%	92
2024 Q3	$4.96M	Buy	52,864 +18,428	+54%	+$1.67M	0.18%	90
2024 Q2	$3.14M	Sell	34,436 -3,724	-10%	-$318K	0.13%	136
2024 Q1	$3.22M	Buy	38,160 +12	+0%	+$967	0.18%	80
2023 Q4	$2.89M	Buy	38,148 +800	+2%	+$56.6K	0.18%	83
2023 Q3	$2.49M	Sell	37,348 -44	-0.1%	-$3.04K	0.19%	74
2023 Q2	$2.57M	Sell	37,392 -984	-3%	-$62.6K	0.19%	78
2023 Q1	$2.34M	Sell	38,376 -20	-0.1%	-$1.15K	0.18%	85
2022 Q4	$2.06M	Sell	38,396 -1,808	-4%	-$99.5K	0.19%	84
2022 Q3	$2.12M	Buy	40,204 +1,544	+4%	+$90.8K	0.2%	74
2022 Q2	$2.11M	Buy	38,660 +16	+0%	+$961	0.21%	70
2022 Q1	$2.68M	Sell	38,644 -160	-0.4%	-$10.9K	0.25%	62
2021 Q4	$2.96M	Buy	38,804 +336	+0.9%	+$24.9K	0.24%	63
2021 Q3	$2.64M	Sell	38,468 -336	-0.9%	-$23.8K	0.24%	66
2021 Q2	$2.63M	Buy	38,804 +4,836	+14%	+$312K	0.24%	70
2021 Q1	$2.06M	Sell	33,968 -112	-0.3%	-$6.82K	0.23%	74
2020 Q4	$2.05M	Buy	34,080 +8,596	+34%	+$489K	0.23%	75
2020 Q3	$1.38M	Buy	25,484 +20	+0.1%	+$1.05K	0.19%	98
2020 Q2	$1.22M	Buy	25,464 +52	+0.2%	+$2.29K	0.18%	100
2020 Q1	$957K	Sell	25,412 -35,884	-59%	-$1.55M	0.18%	97
2019 Q4	$2.7M	Sell	61,296 -1,436	-2%	-$60K	0.48%	40
2019 Q3	$2.5M	Hold	62,732	–	–	0.49%	41
2019 Q2	$2.47M	Buy	62,732 +32	+0.1%	+$1.24K	0.48%	41
2019 Q1	$2.37M	Buy	62,700 +36	+0.1%	+$1.29K	0.46%	42
2018 Q4	$2.05M	Buy	62,664 +68	+0.1%	+$2.4K	0.47%	41
2018 Q3	$2.45M	Buy	62,596 +36	+0.1%	+$1.36K	0.5%	35
2018 Q2	$2.25M	Hold	62,560	–	–	0.48%	35
2018 Q1	$2.13M	Buy	62,560 +2,068	+3%	+$72.5K	0.45%	37
2017 Q4	$2.14M	Buy	60,492 +3,580	+6%	+$117K	0.42%	42
2017 Q3	$1.78M	Buy	56,912 +15,828	+39%	+$484K	0.37%	47
2017 Q2	$1.22M	Buy	41,084 +17,244	+72%	+$506K	0.27%	69
2017 Q1	$678K	Buy	23,840 +20	+0.1%	+$555	0.16%	128
2016 Q4	$625K	Buy	23,820 +52	+0.2%	+$1.35K	0.16%	121
2016 Q3	$619K	Buy	23,768 +468	+2%	+$12.2K	0.14%	139
2016 Q2	$585K	Sell	23,300 -24	-0.1%	-$599	0.14%	147
2016 Q1	$582K	Buy	23,324 +4,720	+25%	+$112K	0.14%	143
2015 Q4	$463K	Sell	18,604 -1,644	-8%	-$41K	0.27%	51
2015 Q3	$471K	Buy	20,248 +64	+0.3%	+$1.57K	0.33%	46
2015 Q2	$500K	Sell	20,184 -1,920	-9%	-$48.3K	0.46%	41
2015 Q1	$547K	Buy	22,104 +868	+4%	+$21.2K	0.56%	37
2014 Q4	$508K	Buy	+21,236	New	+$497K	0.55%	41

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

Caprock Group's IWF Position: Q1 2026 in Review

Caprock Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.2% in Q1 2026, buying an estimated $558K and bringing the position to 72,936 shares worth $7.78M. The position accounts for 0.19% of the portfolio, ranked #88.

Caprock Group first reported a position in IWF in Q4 2014 and has held it in 45 quarters since. The position peaked at $8.05M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Caprock Group held 72,936 shares of iShares Russell 1000 Growth ETF worth $7.78M as of Q1 2026.
Caprock Group bought 4,920 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $558K.
iShares Russell 1000 Growth ETF made up 0.19% of Caprock Group's portfolio in Q1 2026, its #88 holding.
Caprock Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 45 quarters since.
Caprock Group's iShares Russell 1000 Growth ETF position peaked at $8.05M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.