Catalina Capital Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Catalina Capital Group’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	$463K	Buy	4,344 +4	+0.1%	+$454	0.28%	74
2025 Q4	$514K	Sell	4,340 -368	-8%	-$43.6K	0.31%	71
2025 Q3	$551K	Sell	4,708 -1,012	-18%	-$113K	0.34%	65
2025 Q2	$607K	Sell	5,720 -608	-10%	-$58.1K	0.4%	53
2025 Q1	$571K	Sell	6,328 -16,996	-73%	-$1.68M	0.37%	57
2024 Q4	$2.34M	Sell	23,324 -584	-2%	-$57.4K	0.77%	26
2024 Q3	$2.24M	Buy	23,908 +508	+2%	+$46.1K	0.75%	29
2024 Q2	$2.13M	Buy	23,400 +2,804	+14%	+$239K	0.8%	25
2024 Q1	$1.74M	Buy	20,596 +9,968	+94%	+$803K	0.72%	28
2023 Q4	$805K	Buy	+10,628	New	+$752K	0.54%	34

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

Catalina Capital Group's IWF Position: Q1 2026 in Review

Catalina Capital Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q1 2026, buying an estimated $454 and bringing the position to 4,344 shares worth $463K. The position accounts for 0.28% of the portfolio, ranked #74.

Catalina Capital Group first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2024. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Catalina Capital Group held 4,344 shares of iShares Russell 1000 Growth ETF worth $463K as of Q1 2026.
Catalina Capital Group bought 4 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $454.
iShares Russell 1000 Growth ETF made up 0.28% of Catalina Capital Group's portfolio in Q1 2026, its #74 holding.
Catalina Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's iShares Russell 1000 Growth ETF position peaked at $2.34M in Q4 2024.
2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.