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

Collar 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 Q1	$426K	Sell	4,000 -800	-17%	-$90.8K	0.28%	60
2025 Q4	$568K	Sell	4,800 -400	-8%	-$47.4K	0.38%	57
2025 Q3	$609K	Hold	5,200	–	–	0.43%	54
2025 Q2	$552K	Hold	5,200	–	–	0.46%	52
2025 Q1	$469K	Hold	5,200	–	–	0.43%	58
2024 Q4	$522K	Buy	+5,200	New	+$511K	0.43%	59

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

Collar Capital Management's IWF Position: Q1 2026 in Review

Collar Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q1 2026, selling an estimated $90.8K and leaving 4,000 shares worth $426K. The position accounts for 0.28% of the portfolio, ranked #60.

Collar Capital Management first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $609K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Collar Capital Management held 4,000 shares of iShares Russell 1000 Growth ETF worth $426K as of Q1 2026.
Collar Capital Management sold 800 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $90.8K.
iShares Russell 1000 Growth ETF made up 0.28% of Collar Capital Management's portfolio in Q1 2026, its #60 holding.
Collar Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Collar Capital Management's iShares Russell 1000 Growth ETF position peaked at $609K in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Collar Capital Management's 13F filing for Q1 2026, filed 14 May 2026.