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

Family 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	$3.23M	Sell	30,328 -6,396	-17%	-$726K	1.44%	21
2025 Q4	$4.35M	Sell	36,724 -392	-1%	-$46.4K	1.93%	13
2025 Q3	$4.35M	Sell	37,116 -980	-3%	-$109K	2.08%	12
2025 Q2	$4.04M	Sell	38,096 -20	-0.1%	-$1.91K	2.12%	12
2025 Q1	$3.44M	Sell	38,116 -200	-0.5%	-$19.7K	2.12%	12
2024 Q4	$3.85M	Sell	38,316 -1,028	-3%	-$101K	2.32%	11
2024 Q3	$3.69M	Sell	39,344 -100	-0.3%	-$9.07K	2.38%	11
2024 Q2	$3.59M	Sell	39,444 -1,816	-4%	-$155K	2.45%	10
2024 Q1	$3.48M	Sell	41,260 -1,316	-3%	-$106K	2.42%	11
2023 Q4	$3.23M	Sell	42,576 -10,944	-20%	-$774K	2.29%	13
2023 Q3	$3.56M	Sell	53,520 -1,724	-3%	-$119K	2.35%	13
2023 Q2	$3.8M	Buy	55,244 +384	+0.7%	+$24.4K	2.37%	13
2023 Q1	$3.35M	Sell	54,860 -8,812	-14%	-$508K	1.45%	15
2022 Q4	$3.41M	Buy	+63,672	New	+$3.5M	2.25%	13

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

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

Family Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q1 2026, selling an estimated $726K and leaving 30,328 shares worth $3.23M. The position accounts for 1.44% of the portfolio, ranked #21.

Family Capital Management first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.35M in Q3 2025. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Family Capital Management held 30,328 shares of iShares Russell 1000 Growth ETF worth $3.23M as of Q1 2026.
Family Capital Management sold 6,396 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $726K.
iShares Russell 1000 Growth ETF made up 1.44% of Family Capital Management's portfolio in Q1 2026, its #21 holding.
Family Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's iShares Russell 1000 Growth ETF position peaked at $4.35M in Q3 2025.
2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.