Fidelis Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fidelis Capital Partners’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	$20.8M	Sell	194,996 -880	-0.4%	-$99.9K	1.48%	13
2025 Q4	$23.2M	Sell	195,876 -18,904	-9%	-$2.24M	1.68%	11
2025 Q3	$25.2M	Buy	214,780 +40	+0%	+$4.45K	1.96%	9
2025 Q2	$23.8M	Buy	214,740 +9,344	+5%	+$893K	2.17%	7
2025 Q1	$18.7M	Sell	205,396 -2,200	-1%	-$217K	1.99%	8
2024 Q4	$21M	Sell	207,596 -1,892	-0.9%	-$186K	2.1%	7
2024 Q3	$19.8M	Buy	209,488 +260	+0.1%	+$23.6K	2.36%	7
2024 Q2	$17.4M	Sell	209,228 -636	-0.3%	-$54.3K	2.48%	7
2024 Q1	$17.7M	Buy	209,864 +137,048	+188%	+$11M	2.69%	7
2023 Q4	$5.52M	Buy	72,816 +51,016	+234%	+$3.61M	1.22%	12
2023 Q3	$1.45M	Buy	21,800 +96	+0.4%	+$6.63K	0.5%	44
2023 Q2	$1.49M	Hold	21,704	–	–	0.54%	44
2023 Q1	$1.34M	Buy	+21,704	New	+$1.25M	0.57%	46

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

Fidelis Capital Partners's IWF Position: Q1 2026 in Review

Fidelis Capital Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.45% in Q1 2026, selling an estimated $99.9K and leaving 194,996 shares worth $20.8M. The position accounts for 1.48% of the portfolio, ranked #13.

Fidelis Capital Partners first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $25.2M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Fidelis Capital Partners held 194,996 shares of iShares Russell 1000 Growth ETF worth $20.8M as of Q1 2026.
Fidelis Capital Partners sold 880 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $99.9K.
iShares Russell 1000 Growth ETF made up 1.48% of Fidelis Capital Partners's portfolio in Q1 2026, its #13 holding.
Fidelis Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's iShares Russell 1000 Growth ETF position peaked at $25.2M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.