DSG Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

DSG Capital Advisors’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 Q2	$5.48M	Hold	44,476	–	–	0.78%	31
2026 Q1	$4.74M	Hold	44,476	–	–	0.76%	34
2025 Q4	$5.23M	Buy	44,476 +37,500	+538%	+$4.44M	0.8%	33
2025 Q3	$817K	Sell	6,976 -37,584	-84%	-$4.18M	0.13%	78
2025 Q2	$4.73M	Hold	44,560	–	–	0.84%	33
2025 Q1	$4.02M	Hold	44,560	–	–	0.81%	32
2024 Q4	$4.47M	Buy	+44,560	New	+$4.38M	0.81%	37

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DSG Capital Advisors's IWF Position: Q2 2026 in Review

DSG Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 44,476 shares worth $5.48M. The position accounts for 0.78% of the portfolio, ranked #31.

DSG Capital Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

DSG Capital Advisors held 44,476 shares of iShares Russell 1000 Growth ETF worth $5.48M as of Q2 2026.
DSG Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.78% of DSG Capital Advisors's portfolio in Q2 2026, its #31 holding.
DSG Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.