Castleview Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Castleview Partners’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	$1.14M	Sell	9,191 -341	-4%	-$41.1K	0.5%	44
2026 Q1	$1.02M	Hold	9,532	–	–	0.52%	43
2025 Q4	$1.13M	Sell	9,532 -8	-0.1%	-$948	0.56%	42
2025 Q3	$1.12M	Buy	9,540 +24	+0.3%	+$2.67K	0.61%	35
2025 Q2	$1.01M	Sell	9,516 -8	-0.1%	-$765	0.65%	34
2025 Q1	$860K	Sell	9,524 -52	-0.5%	-$5.13K	0.58%	46
2024 Q4	$959K	Sell	9,576 -544	-5%	-$53.5K	0.52%	45
2024 Q3	$950K	Sell	10,120 -28	-0.3%	-$2.54K	0.55%	38
2024 Q2	$925K	Hold	10,148	–	–	0.53%	40
2024 Q1	$855K	Sell	10,148 -84	-0.8%	-$6.77K	0.48%	49
2023 Q4	$776K	Sell	10,232 -16	-0.2%	-$1.13K	0.54%	34
2023 Q3	$681K	Sell	10,248 -52	-0.5%	-$3.59K	0.63%	23
2023 Q2	$709K	Sell	10,300 -20,852	-67%	-$1.33M	0.64%	25
2023 Q1	$1.9M	Buy	31,152 +16	+0.1%	+$922	1.69%	9
2022 Q4	$1.67M	Buy	+31,136	New	+$1.71M	1.62%	9

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

Castleview Partners's IWF Position: Q2 2026 in Review

Castleview Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q2 2026, selling an estimated $41.1K and leaving 9,191 shares worth $1.14M. The position accounts for 0.5% of the portfolio, ranked #44.

Castleview Partners first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q1 2023. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Castleview Partners held 9,191 shares of iShares Russell 1000 Growth ETF worth $1.14M as of Q2 2026.
Castleview Partners sold 341 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $41.1K.
iShares Russell 1000 Growth ETF made up 0.5% of Castleview Partners's portfolio in Q2 2026, its #44 holding.
Castleview Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Castleview Partners's iShares Russell 1000 Growth ETF position peaked at $1.9M in Q1 2023.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.