Cardinal Point Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cardinal Point Capital Management’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	$1.67M	Buy	13,487 +1,303	+11%	+$157K	0.09%	99
2026 Q1	$1.3M	Buy	12,184 +5,096	+72%	+$578K	0.08%	106
2025 Q4	$839K	Sell	7,088 -120	-2%	-$14.2K	0.05%	123
2025 Q3	$844K	Buy	7,208 +1,652	+30%	+$184K	0.06%	120
2025 Q2	$590K	Hold	5,556	–	–	0.05%	130
2025 Q1	$502K	Buy	5,556 +1,760	+46%	+$174K	0.05%	118
2024 Q4	$381K	Buy	3,796 +104	+3%	+$10.2K	0.06%	63
2024 Q3	$346K	Hold	3,692	–	–	0.06%	66
2024 Q2	$336K	Hold	3,692	–	–	0.06%	62
2024 Q1	$311K	Hold	3,692	–	–	0.06%	59
2023 Q4	$280K	Sell	3,692 -5,280	-59%	-$373K	0.07%	58
2023 Q3	$598K	Buy	8,972 +3,232	+56%	+$223K	0.16%	36
2023 Q2	$395K	Buy	5,740 +2,048	+55%	+$130K	0.12%	48
2023 Q1	$226K	Buy	+3,692	New	+$213K	0.07%	74

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

Cardinal Point Capital Management's IWF Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, buying an estimated $157K and bringing the position to 13,487 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #99.

Cardinal Point Capital Management first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cardinal Point Capital Management held 13,487 shares of iShares Russell 1000 Growth ETF worth $1.67M as of Q2 2026.
Cardinal Point Capital Management bought 1,303 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $157K.
iShares Russell 1000 Growth ETF made up 0.09% of Cardinal Point Capital Management's portfolio in Q2 2026, its #99 holding.
Cardinal Point Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.