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 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 $1.66T 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 Wealth Management Group (Oregon)'s IWF Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.17% in Q1 2026, buying an estimated $454 and bringing the position to 2,380 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #107.

Capstone Wealth Management Group (Oregon) first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. The position peaked at $281K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 2,380 shares of iShares Russell 1000 Growth ETF worth $254K as of Q1 2026.
Capstone Wealth Management Group (Oregon) bought 4 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $454.
iShares Russell 1000 Growth ETF made up 0.16% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #107 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
Capstone Wealth Management Group (Oregon)'s iShares Russell 1000 Growth ETF position peaked at $281K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.