CAPTRUST Financial Advisors
IWF icon

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

CAPTRUST 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 		$204M Buy
1,911,784
+45,840
+2% +$5.2M 0.36% 54
2025
Q4 		$221M Sell
1,865,944
-880
-0% -$104K 0.42% 45
2025
Q3 		$219M Sell
1,866,824
-37,820
-2% -$4.21M 0.45% 40
2025
Q2 		$202M Buy
1,904,644
+169,100
+10% +$16.2M 0.45% 40
2025
Q1 		$157M Buy
1,735,544
+22,412
+1% +$2.21M 0.39% 50
2024
Q4 		$172M Sell
1,713,132
-50,240
-3% -$4.94M 0.49% 36
2024
Q3 		$165M Buy
1,763,372
+13,296
+0.8% +$1.21M 0.49% 39
2024
Q2 		$159M Sell
1,750,076
-19,616
-1% -$1.67M 0.51% 41
2024
Q1 		$149M Sell
1,769,692
-377,232
-18% -$30.4M 0.55% 36
2023
Q4 		$163M Buy
2,146,924
+125,096
+6% +$8.85M 0.56% 34
2023
Q3 		$134M Buy
2,021,828
+532,160
+36% +$36.7M 0.51% 38
2023
Q2 		$102M Buy
1,489,668
+10,812
+0.7% +$688K 0.4% 53
2023
Q1 		$90.3M Buy
1,478,856
+39,380
+3% +$2.27M 0.4% 54
2022
Q4 		$77.1M Sell
1,439,476
-95,640
-6% -$5.26M 0.39% 56
2022
Q3 		$80.7M Buy
1,535,116
+28,104
+2% +$1.65M 0.47% 45
2022
Q2 		$82.4M Buy
1,507,012
+237,604
+19% +$14.3M 0.53% 38
2022
Q1 		$88.1M Buy
1,269,408
+175,824
+16% +$12M 0.57% 34
2021
Q4 		$83.5M Buy
1,093,584
+26,140
+2% +$1.94M 0.57% 34
2021
Q3 		$73.1M Buy
1,067,444
+47,424
+5% +$3.35M 0.61% 32
2021
Q2 		$69.2M Sell
1,020,020
-69,008
-6% -$4.45M 0.64% 29
2021
Q1 		$66.2M Buy
1,089,028
+136,964
+14% +$8.34M 0.72% 20
2020
Q4 		$57.4M Buy
952,064
+16,304
+2% +$928K 0.76% 18
2020
Q3 		$51.4M Sell
935,760
-21,768
-2% -$1.15M 0.85% 15
2020
Q2 		$46.6M Sell
957,528
-117,132
-11% -$5.16M 0.77% 21
2020
Q1 		$38.7M Buy
1,074,660
+6,056
+0.6% +$261K 0.85% 21
2019
Q4 		$47.6M Buy
1,068,604
+921,316
+626% +$38.5M 0.75% 24
2019
Q3 		$5.88M Buy
147,288
+328
+0.2% +$13.2K 0.21% 111
2019
Q2 		$5.78M Buy
146,960
+6,388
+5% +$247K 0.21% 102
2019
Q1 		$5.32M Sell
140,572
-18,896
-12% -$679K 0.22% 95
2018
Q4 		$5.22M Buy
159,468
+89,520
+128% +$3.16M 0.28% 78
2018
Q3 		$2.73M Buy
69,948
+2,840
+4% +$108K 0.12% 122
2018
Q2 		$2.41M Buy
67,108
+6,064
+10% +$214K 0.13% 102
2018
Q1 		$2.03M Sell
61,044
-4,440
-7% -$156K 0.13% 108
2017
Q4 		$2.21M Sell
65,484
-532
-0.8% -$17.4K 0.13% 108
2017
Q3 		$2.25M Buy
66,016
+37,028
+128% +$1.13M 0.17% 66
2017
Q2 		$863K Sell
28,988
-145,672
-83% -$4.28M 0.11% 74
2017
Q1 		$4.97M Sell
174,660
-38,024
-18% -$1.05M 0.5% 18
2016
Q4 		$5.58M Buy
212,684
+210,800
+11,189% +$5.47M 0.51% 22
2016
Q3 		$47K Buy
+1,884
New +$49K 0.01% 66
2016
Q2 		– Sell
-11,656
Closed -$291K – 139
2016
Q1 		$291K Sell
11,656
-7,772
-40% -$184K 0.03% 56
2015
Q4 		$483K Buy
19,428
+14,968
+336% +$373K 0.05% 56
2015
Q3 		$104K Sell
4,460
-108
-2% -$2.66K 0.01% 72
2015
Q2 		$113K Buy
4,568
+108
+2% +$2.72K 0.02% 68
2015
Q1 		$110K Sell
4,460
-27,860
-86% -$681K 0.02% 69
2014
Q4 		$773K Buy
+32,320
New +$756K 0.15% 33
2014
Q3 		– Sell
-55,792
Closed -$1.27M – 97
2014
Q2 		$1.27M Sell
55,792
-33,112
-37% -$727K 0.29% 19
2014
Q1 		$1.92M Buy
88,904
+67,584
+317% +$1.45M 0.4% 21
2013
Q4 		$458K Buy
21,320
+1,136
+6% +$23.3K 0.08% 42
2013
Q3 		$395K Buy
20,184
+3,008
+18% +$57.6K 0.1% 34
2013
Q2 		$312K Buy
+17,176
New +$315K 0.1% 40

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CAPTRUST Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q1 2026, buying an estimated $5.2M and bringing the position to 1,911,784 shares worth $204M. The position accounts for 0.36% of the portfolio, ranked #54.

CAPTRUST Financial Advisors first reported a position in IWF in Q2 2013 and has held it in 50 quarters since. The position peaked at $221M in Q4 2025. 2,442 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • CAPTRUST Financial Advisors held 1,911,784 shares of iShares Russell 1000 Growth ETF worth $204M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 45,840 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.2M.
  • iShares Russell 1000 Growth ETF made up 0.36% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #54 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 50 quarters since.
  • CAPTRUST Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $221M in Q4 2025.
  • 2,442 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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