Capstone Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capstone Financial Advisors’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	$48.9M	Sell	458,256 -500	-0.1%	-$56.8K	2.63%	11
2025 Q4	$54.3M	Sell	458,756 -556	-0.1%	-$65.9K	2.89%	10
2025 Q3	$53.8M	Sell	459,312 -1,144	-0.2%	-$127K	2.92%	10
2025 Q2	$48.9M	Buy	460,456 +376	+0.1%	+$36K	2.83%	11
2025 Q1	$41.5M	Sell	460,080 -868	-0.2%	-$85.6K	2.61%	11
2024 Q4	$46.3M	Buy	460,948 +30,180	+7%	+$2.97M	2.86%	11
2024 Q3	$40.4M	Buy	430,768 +12	+0%	+$1.09K	2.49%	11
2024 Q2	$39.3M	Buy	430,756 +448	+0.1%	+$38.3K	2.59%	11
2024 Q1	$36.3M	Buy	430,308 +544	+0.1%	+$43.8K	2.44%	11
2023 Q4	$32.6M	Buy	429,764 +1,428	+0.3%	+$101K	2.33%	12
2023 Q3	$28.5M	Hold	428,336	–	–	2.25%	13
2023 Q2	$29.5M	Buy	428,336 +608	+0.1%	+$38.7K	2.21%	14
2023 Q1	$26.1M	Buy	427,728 +508	+0.1%	+$29.3K	2.07%	15
2022 Q4	$22.9M	Buy	427,220 +2,164	+0.5%	+$119K	1.94%	14
2022 Q3	$22.4M	Sell	425,056 -408	-0.1%	-$24K	2.06%	16
2022 Q2	$23.3M	Sell	425,464 -116	-0%	-$6.96K	1.98%	17
2022 Q1	$29.5M	Sell	425,580 -1,392	-0.3%	-$95K	2.14%	14
2021 Q4	$32.6M	Buy	426,972 +452	+0.1%	+$33.5K	2.36%	14
2021 Q3	$29.2M	Sell	426,520 -256	-0.1%	-$18.1K	2.29%	13
2021 Q2	$29M	Buy	426,776 +468	+0.1%	+$30.2K	2.29%	12
2021 Q1	$25.9M	Sell	426,308 -3,620	-0.8%	-$220K	2.3%	11
2020 Q4	$25.9M	Buy	429,928 +172	+0%	+$9.79K	2.46%	11
2020 Q3	$23.3M	Sell	429,756 -400	-0.1%	-$21.1K	2.46%	12
2020 Q2	$20.6M	Sell	430,156 -20,012	-4%	-$882K	2.36%	12
2020 Q1	$17M	Sell	450,168 -620	-0.1%	-$26.7K	2.21%	15
2019 Q4	$19.8M	Sell	450,788 -496	-0.1%	-$20.7K	2.79%	10
2019 Q3	$18M	Buy	+451,284	New	+$18.1M	2.75%	10
2019 Q2	–	Hold	0	–	–	–	10
2019 Q1	–	Hold	0	–	–	–	10
2018 Q4	–	Hold	0	–	–	–	11
2018 Q3	–	Hold	0	–	–	–	8
2018 Q2	–	Hold	0	–	–	–	6
2018 Q1	–	Hold	0	–	–	–	6
2017 Q4	–	Hold	0	–	–	–	5
2017 Q3	–	Hold	0	–	–	–	5
2017 Q2	–	Hold	0	–	–	–	5
2017 Q1	–	Hold	0	–	–	–	5
2016 Q4	–	Hold	0	–	–	–	5
2016 Q3	–	Hold	0	–	–	–	4
2016 Q2	–	Hold	0	–	–	–	4
2016 Q1	–	Hold	0	–	–	–	2
2015 Q4	–	Sell	-1,637,240	Closed	-$40.8M	–	2
2015 Q3	$38.1M	Sell	1,637,240 -156,136	-9%	-$3.84M	16.87%	2
2015 Q2	$44.4M	Sell	1,793,376 -20,556	-1%	-$517K	17.31%	2
2015 Q1	$44.9M	Buy	+1,813,932	New	+$44.3M	17.23%	2
2014 Q4	–	Hold	0	–	–	–	2

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

Capstone Financial Advisors's IWF Position: Q1 2026 in Review

Capstone Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q1 2026, selling an estimated $56.8K and leaving 458,256 shares worth $48.9M. The position accounts for 2.63% of the portfolio, ranked #11.

Capstone Financial Advisors first reported a position in IWF in Q1 2015 and has held it in 30 quarters since. The position peaked at $54.3M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Capstone Financial Advisors held 458,256 shares of iShares Russell 1000 Growth ETF worth $48.9M as of Q1 2026.
Capstone Financial Advisors sold 500 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $56.8K.
iShares Russell 1000 Growth ETF made up 2.63% of Capstone Financial Advisors's portfolio in Q1 2026, its #11 holding.
Capstone Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 30 quarters since.
Capstone Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $54.3M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.