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

CapWealth 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 Q3	$221K	Buy	+1,764	New	+$216K	0.02%	110
2021 Q2	–	Sell	-3,532	Closed	-$215K	–	107
2021 Q1	$215K	Sell	3,532 -80	-2%	-$4.87K	0.02%	96
2020 Q4	$218K	Buy	+3,612	New	+$206K	0.03%	93
2016 Q4	–	Sell	-3,120	Closed	-$81K	–	175
2016 Q3	$81K	Hold	3,120	–	–	0.02%	123
2016 Q2	$78K	Buy	+3,120	New	+$77.9K	0.02%	122

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

CapWealth Advisors's IWF Position: Q3 2026 in Review

CapWealth Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2026: 1,764 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #110 among its holdings. This is a return to the name: CapWealth Advisors previously reported a position in IWF as recently as Q1 2021.

CapWealth Advisors first reported a position in IWF in Q2 2016 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

CapWealth Advisors held 1,764 shares of iShares Russell 1000 Growth ETF worth $221K as of Q3 2026.
iShares Russell 1000 Growth ETF was a new CapWealth Advisors position in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #110 holding.
CapWealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.