Capstone Wealth Management Group (Oregon)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$296K	Buy	2,381 +1	+0%	+$121	0.18%	98
2026 Q1	$254K	Buy	2,380 +4	+0.2%	+$454	0.16%	107
2025 Q4	$281K	Buy	2,376 +4	+0.2%	+$474	0.17%	94
2025 Q3	$278K	Buy	2,372 +200	+9%	+$22.3K	0.18%	92
2025 Q2	$231K	Buy	+2,172	New	+$208K	0.17%	95
2025 Q1	–	Sell	-2,172	Closed	-$218K	–	97
2024 Q4	$218K	Buy	+2,172	New	+$214K	0.17%	97

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

Capstone Wealth Management Group (Oregon)'s IWF Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $121 and bringing the position to 2,381 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #98.

Capstone Wealth Management Group (Oregon) first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 2,381 shares of iShares Russell 1000 Growth ETF worth $296K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.18% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #98 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.