Core Alternative Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Core Alternative 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	$62.7K	Sell	588 -192	-25%	-$21.8K	0.02%	137
2025 Q4	$92.3K	Sell	780 -20	-3%	-$2.37K	0.03%	134
2025 Q3	$93.7K	Sell	800 -128	-14%	-$14.3K	0.03%	106
2025 Q2	$98.5K	Sell	928 -72	-7%	-$6.88K	0.03%	101
2025 Q1	$90.3K	Sell	1,000 -688	-41%	-$67.9K	0.02%	114
2024 Q4	$169K	Sell	1,688 -388	-19%	-$38.2K	0.04%	108
2024 Q3	$195K	Hold	2,076	–	–	0.04%	108
2024 Q2	$189K	Hold	2,076	–	–	0.04%	107
2024 Q1	$175K	Hold	2,076	–	–	0.03%	108
2023 Q4	$157K	Buy	2,076 +576	+38%	+$40.7K	0.03%	115
2023 Q3	$99.7K	Hold	1,500	–	–	0.02%	145
2023 Q2	$103K	Hold	1,500	–	–	0.02%	120
2023 Q1	$91.6K	Hold	1,500	–	–	0.01%	118
2022 Q4	$80.3K	Hold	1,500	–	–	0.01%	128
2022 Q3	$79K	Buy	+1,500	New	+$88.2K	0.01%	121

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

Core Alternative Capital's IWF Position: Q1 2026 in Review

Core Alternative Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 25% in Q1 2026, selling an estimated $21.8K and leaving 588 shares worth $62.7K. The position accounts for 0.02% of the portfolio, ranked #137.

Core Alternative Capital first reported a position in IWF in Q3 2022 and has held it in 15 quarters since. The position peaked at $195K in Q3 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Core Alternative Capital held 588 shares of iShares Russell 1000 Growth ETF worth $62.7K as of Q1 2026.
Core Alternative Capital sold 192 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $21.8K.
iShares Russell 1000 Growth ETF made up 0.02% of Core Alternative Capital's portfolio in Q1 2026, its #137 holding.
Core Alternative Capital first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 15 quarters since.
Core Alternative Capital's iShares Russell 1000 Growth ETF position peaked at $195K in Q3 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Core Alternative Capital's 13F filing for Q1 2026, filed 30 Apr 2026.