Client First Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Client First Capital’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	–	Sell	-28,980	Closed	-$3.43M	–	30
2025 Q4	$3.43M	Sell	28,980 -372	-1%	-$44.1K	1.45%	13
2025 Q3	$3.44M	Sell	29,352 -1,560	-5%	-$174K	1.53%	13
2025 Q2	$3.28M	Sell	30,912 -58,256	-65%	-$5.57M	1.54%	13
2025 Q1	$8.05M	Buy	89,168 +59,736	+203%	+$5.89M	4.12%	9
2024 Q4	$2.95M	Buy	29,432 +2,652	+10%	+$261K	1.52%	15
2024 Q3	$2.51M	Buy	26,780 +1,660	+7%	+$151K	1.39%	15
2024 Q2	$2.29M	Buy	+25,120	New	+$2.14M	1.38%	14

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

Client First Capital's IWF Position: Q1 2026 in Review

Client First Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 28,980 shares — an estimated $3.43M sold.

Client First Capital first reported a position in IWF in Q2 2024 and held it in 7 quarters. The position peaked at $8.05M in Q1 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Client First Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Client First Capital sold 28,980 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.43M.
Client First Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and held it in 7 quarters.
Client First Capital's iShares Russell 1000 Growth ETF position peaked at $8.05M in Q1 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Client First Capital's 13F filing for Q1 2026, filed 27 Apr 2026.