CCG Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CCG Wealth 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 Q1	$2.16M	Hold	20,288	–	–	0.59%	32
2025 Q4	$2.4M	Sell	20,288 -720	-3%	-$85.3K	1.03%	16
2025 Q3	$2.46M	Hold	21,008	–	–	1.16%	16
2025 Q2	$2.23M	Sell	21,008 -1,584	-7%	-$151K	1.18%	18
2025 Q1	$2.04M	Hold	22,592	–	–	1.22%	18
2024 Q4	$2.27M	Hold	22,592	–	–	1.26%	17
2024 Q3	$2.12M	Hold	22,592	–	–	1.19%	17
2024 Q2	$2.06M	Hold	22,592	–	–	1.16%	19
2024 Q1	$1.9M	Sell	22,592 -448	-2%	-$36.1K	1.15%	19
2023 Q4	$1.75M	Hold	23,040	–	–	1.17%	21
2023 Q3	$1.53M	Sell	23,040 -368	-2%	-$25.4K	1%	20
2023 Q2	$1.61M	Buy	23,408 +1,480	+7%	+$94.1K	1.01%	19
2023 Q1	$1.34M	Sell	21,928 -496	-2%	-$28.6K	0.89%	22
2022 Q4	$1.2M	Hold	22,424	–	–	0.67%	24
2022 Q3	$1.18M	Sell	22,424 -1,308	-6%	-$76.9K	0.72%	22
2022 Q2	$1.3M	Sell	23,732 -680	-3%	-$40.8K	0.73%	22
2022 Q1	$1.69M	Buy	24,412 +1,168	+5%	+$79.7K	0.83%	22
2021 Q4	$1.78M	Hold	23,244	–	–	0.93%	23
2021 Q3	$1.59M	Hold	23,244	–	–	0.92%	28
2021 Q2	$1.58M	Hold	23,244	–	–	1.23%	18
2021 Q1	$1.41M	Hold	23,244	–	–	1.39%	17
2020 Q4	$1.4M	Hold	23,244	–	–	1.48%	20
2020 Q3	$1.26M	Hold	23,244	–	–	1.18%	20
2020 Q2	$1.11M	Hold	23,244	–	–	1.04%	23
2020 Q1	$875K	Sell	23,244 -1,684	-7%	-$72.6K	0.84%	26
2019 Q4	$1.1M	Hold	24,928	–	–	0.69%	32
2019 Q3	$995K	Hold	24,928	–	–	0.68%	32
2019 Q2	$981K	Hold	24,928	–	–	0.7%	31
2019 Q1	$943K	Hold	24,928	–	–	0.76%	32
2018 Q4	$816K	Buy	+24,928	New	+$879K	0.79%	28

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

CCG Wealth Management's IWF Position: Q1 2026 in Review

CCG Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 20,288 shares worth $2.16M. The position accounts for 0.59% of the portfolio, ranked #32.

CCG Wealth Management first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.46M in Q3 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

CCG Wealth Management held 20,288 shares of iShares Russell 1000 Growth ETF worth $2.16M as of Q1 2026.
CCG Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.59% of CCG Wealth Management's portfolio in Q1 2026, its #32 holding.
CCG Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
CCG Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.46M in Q3 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.